Financial Articles

While a $6,000 federal tax deduction for seniors was introduced as part of the new GOP tax bill, it does not eliminate taxes on Social Security.

They say every dollar counts—but in retirement, that dollar can sometimes cost you.

As we age, our social circles may shrink—but that doesn't mean our connections must become any less powerful.

Whether it’s retiring from a lifelong career, downsizing your home, or stepping into a new season of life, change can feel like a whirlwind of emotions—excitement, anxiety, and even grief.

In retirement planning—and in life—it's comforting to think there's a perfect formula. But as this article reminds us, even the most celebrated financial and economic models have limits.

For many retirees, Medicare provides critical healthcare support—but what you may not realize is that your income can significantly affect what you actually pay.

Thriving in retirement isn’t about going it alone. It’s about being intentional—with your time, your energy, and your purpose.

Too often, we put off estate planning because it feels like something we’ll get to “someday.”

Imagine this: you spent decades building your retirement nest egg, smartly saving into your 401(k), and taking advantage of tax deferral. Now you’re retired—only to discover an unexpected hurdle: those pre-tax balances don’t shrink as easily as you thought.

What if you approached retirement readiness the same way one might train for a marathon or a lifelong pursuit of health?

Most people assume “life expectancy” is a reliable guide for retirement planning—but what if that number could lead you straight into financial danger?

Retirement isn’t about recreating the same year over and over again. It’s about shaping a life of meaning, momentum, and joy.