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Articles On:retirement planning

January 9, 2026

Managing Your Retirement Portfolio

You saved for retirement. Now what? How do you know how much of your retirement ...

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A financial adviser can help knowing how to manage a retirement portfolio
October 24, 2025

Relationship Challenges of a Staggered Retirement

Life partners who retire at different times may face unexpected problems. Known as staggered, asynchronous, ...

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A senior couple arguing, unhappy with each other, potentially facing the emotional challenges of a staggered retirement.
August 6, 2025

Why Do People Retire in Florida?

Is it for sunshine and sandy beaches, the state’s many retirement communities, or for other ...

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Florida homes on a golf course, with a waterway in the foreground. Image by Thor Jorgen Udvang. Article on why do people retire in Florida?
July 3, 2025

401(k)s: Are Managed Accounts Worth the Cost?

Professionally managed accounts within 401(k)s are having a moment. As of the end of 2024, ...

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Black man on computer looking at his managed accounts or navigating Medicare enrollment
June 26, 2025

To Downsize or to Upsize

As you approach retirement, you may think that downsizing to a smaller home makes a ...

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A black couple moving to a beach resort looking community after they chose to downsize
May 13, 2025

Paying for Senior Living: Using a Life Insurance Policy

Moving to a senior living community brings positive changes, like a more laidback lifestyle and ...

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A girl visiting her grandmother at a retirement center, for article on using a Life Insurance Policy to Pay for Senior Living. Image by monkey business images
April 24, 2025

Americans Failing in Retirement Readiness

Millions of Americans risk not being ready for retirement. Like Kryptonite to Superman or Achilles’ ...

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Woman looking worried at document failing at retirement readiness.
April 17, 2025

Spending Time Wisely in Retirement

The rule of 1,000 hours emphasizes the importance of spending time wisely in retirement. You ...

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Women in volunteer shirts spending time wisely in retirement
April 10, 2025

8 Things to Know About Working in Retirement

American workers typically retire by about age 61 because of health, layoffs, or simply because ...

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A man happy on the computer working in retirement in one of the best states for older workers. Noriko Cooper
April 3, 2025

Maximizing Retirement: 7 Types of Tax-Free Income in 2025

Wise retirement planning and execution means organizing assets in a way that minimizes tax liabilities. ...

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Happy extended family with grandparents taking advantage of tax-free income.
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Care Assessment

No matter where you are on your journey, whether you're dreaming of a more carefree, active lifestyle, considering a downsize, or exploring care options for a loved one; we're here to help. Make a few simple selections, and together, we’ll create a personalized roadmap that fits your wishes, and goals.
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We’re so sorry that you’re facing this challenge, and want you to know you’re not alone. Please select the scenario that best fits your situation. Choose as many as you need. Together, we’ll find the support you deserve!
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Thank you for answering those quick questions! We’re pulling your customized plan together now. Fill out the form below, and have it conveniently emailed to your inbox. Select submit to skip this step.
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