Queen Elizabeth’s Best Practices

At almost 95 years old, Queen Elizabeth II works a full week and carries out more public engagements than many of the younger royals.[1] How does she maintain her energy in her old age and manage to accomplish so much? Being royalty doesn’t make you super-human, but maybe her lifestyle holds some answers. Here are…

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3 Reasons Why Your Tax Burden Could Increase In Retirement

taxes in retirement

Most people assume that their tax burden will dramatically decrease in retirement once they stop receiving a paycheck, but this isn’t always true. A high tax bill is one retirement risk to be aware of and to try and mitigate. We may be experiencing relatively low taxes right now, but a change in leadership in Washington and…

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3 Reasons to Review Your Tax Strategy

tax planning

Now that President Biden has been sworn in and the Senate is evenly split between Republicans and Democrats, it’s time to consider what tax policy changes could be coming. President Biden and Vice President Harris proposed several tax-increasing measures on the campaign trail, and it’s important to consider how they could affect you. Here are…

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3 At Home Work-Outs

exercise at home

You don’t necessarily have to spend a fortune to create a home gym if your gym is closed. We might think it’s too late to get back into shape by the time we’re retired or pointless to carve out time for physical activity, but this isn’t true. Incorporating more physical activity into your day could…

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3 Retirement Challenges You Can Plan For

retirement challenges

No matter where you are in your retirement journey, a financial advisor may be able to provide you with potentially valuable information and advice. A comprehensive retirement plan tailored specifically to your situation could have a major impact on your retirement: It may help you avoid common retirement pitfalls and mitigate risks. Here are 3…

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Create Your Own Blue Zone in 2021

living longer

Did you know that there are places in the world where there is an unusually high number of people living into their 90’s and even 100’s? These populations are known for maintaining good health well into old age and are called “blue zones.” It’s not that they have special technologies, or the best doctors, or…

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What’s In Store For Us in 2021?

financial planning

We’re all looking forward to the new year more than usual. Even though COVID will remain in 2021, the changing of the calendar can bring about a new mindset and optimism. But before we forget all about 2020, let’s look at the latest COVID relief bill, which includes more stimulus checks and some changes that…

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Ready to Retire in 2021? Ask Yourself These 3 Questions

retirement planning questions

Will 2021 be your retirement year? And how do you know when it’s time to retire? For some, retirement comes at a milestone. Maybe it’s 35 years on the job or your 65th birthday, or maybe your goal is to retire when you have a certain amount in savings. Retirement is different for everyone, and…

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4 Reasons to Be Optimistic About 2021

You might have a lot to look forward to in the 2020s. First of all, 2020 is over! Maybe your children will graduate from college, maybe you’ll become a grandparent, and maybe you’ll retire. The whole world also has a lot to look forward to in 2021, mostly the vaccine and the end of COVID…

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What’s Your New Year’s Resolution?

new years resolutions

Many make them, and few keep them. New Year’s resolutions can be a great way to trade in bad habits for good ones but can also feel more like a burden than a blessing. Some people take on too grand a goal to realistically keep up with through the year. Others may struggle to think…

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