A Spring Cleaning Checklist

As the weather starts to get warmer, we’re headed into spring cleaning season! If you have retired recently, now can be a great time to get to all those cleaning projects that you have been putting off. Throw open the windows and let the sun in while you clean! A clean house can really help…

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Tax Tips for Married Couples

Even as tax season winds down, it’s still important that you consider tax strategy as part of your financial picture. Many couples file jointly, and while it can sometimes help save on your taxes, it isn’t always the best option in each case! Here are some important factors to consider if you are filing taxes…

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What to Look Forward to in Retirement

Retirement is a time to relax, reflect, and pursue personal interests that were set aside during one’s working years. Engaging in hobbies is a great way to stay active, learn new skills, and meet new people. For those entering retirement, there are many hobbies to consider that are both fulfilling and enjoyable. Gardening One popular…

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What if 1 Million Dollars Isn’t Enough to Retire?

If you are headed toward retirement soon, or you have just retired, you may find yourself wondering, “Is my nest egg enough?” It’s a common question and one that causes a lot of people a lot of reasonable anxiety. Because retirement finances are much more about prediction than they are about facts and assurances, it…

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The Value of Doing Something in Retirement

When you enter retirement, your first action may likely be to take advantage of the ability to do nothing. From your hammock swinging in the warm sun or cozy chair in front of the fireplace, you might be smiling, sipping your coffee, thinking, “I’m finally done with that nearly life-long daily grind.” But the bliss…

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Exploring The Difference Between an Investment and an Expense

In theory, the definitions of an investment or an expense are quite clear-cut. An expense, or cost, is simply the dispensing of time, money, or resources. An investment, while an expenditure, comes with the expectation of a return.[1][2] While the two ultimately have the same goal –to acquire a good or service—their intentions and outcomes…

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A Guide for New Photographers

Photography can be a great hobby to take up in your retirement. It’s a great way to encourage you to stop and smell the roses. With the advent of smartphones and advanced digital cameras, it can be very easy to point a camera at something and get an image you’re happy with. The computers in…

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Navigating Retirement as a High-Net-Worth Individual

For high-net-worth individuals and families, retirement is a significant shift. A high-net-worth individual, also known as an HNWI, is typically someone with at least $1 million in cash or assets that can be easily converted into cash, including stocks, bonds, mutual fund shares, and other investments.[1] As an HNWI, you may not be too worried…

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