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A Deeper Look at Your First 12 Months Congratulations, you’ve made it to retirement. After decades of hard work, saving, and planning, you have reached a significant life milestone. Most articles will tell you to relax, travel, and enjoy your newfound freedom. While that advice is well-deserved, it barely[..]
Introduction: A Strategic View of Your Government Benefits Navigating the world of government benefits can feel like trying to assemble a complex puzzle without the picture on the box. As a senior, you are entitled to a range of programs you’ve paid into for decades. But simply knowing these[..]
Introduction: A Deeper Look at Your Annual Raise Every fall, millions of seniors and retirees across the United States wait for a single, important number: the Social Security Cost-of-Living Adjustment, or COLA. This percentage dictates the “raise” you’ll see in your monthly benefit check for the upcoming year. For[..]
Introduction: Navigating Finances as a Family The chill of winter brings with it the warmth of holidays and family gatherings. But for many seniors on a fixed income, it also brings the anxiety of a rising heating bill. Keeping the home warm and safe is a necessity, not a[..]

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A Deeper Look at Your First 12 Months Congratulations, you’ve made it to retirement. After decades of hard work, saving, and planning, you have reached a significant life milestone. Most articles will tell you to relax, travel, and enjoy your newfound freedom. While that advice is well-deserved, it barely scratches the surface of what your first year of retirement truly entails. As a financial planner, I see this initial[..]
A Deeper Look at Your First 12 Months Congratulations, you’ve made it to retirement. After decades of hard work, saving, and planning, you have reached a significant life milestone. Most articles will tell you to relax, travel, and enjoy your newfound freedom. While that advice is well-deserved, it barely scratches the surface of what your first year of retirement truly entails. As a financial planner, I see this initial[..]

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