Posts by Amanda McFarlane
The Top Investment Mistake That Could Cost You a Lot Over Your LifetimeÂ
Did you know that a single, often overlooked investment mistake could cost you a lot over your lifetime? It’s a mistake some people make without even realizing it until it’s…
Read More5 Ways Taxes Can Rise in Retirement
Navigating the complexities of retirement can be challenging, especially when it comes to understanding how taxes can impact your financial future. Did you know that retirees can face higher tax…
Read MoreSteps to Take If You’ve Just Inherited Money
Inheriting money can be a time of mixed emotions. While it often comes from the loss of a loved one, it also brings financial responsibilities and opportunities. Navigating this delicate…
Read More10 Tips to Help Make Your Money Last in Retirement
Planning for financial longevity in retirement is a crucial aspect of a comfortable and low-stress post-work life. According to the Employee Benefit Research Institute, nearly 40% of retirees report that…
Read MoreFinancial Independence vs. Financial Freedom: What’s the Difference?
Financial independence and financial freedom are terms often used interchangeably and they can mean different things to different people. In our opinion, financial independence and financial freedom have distinct meanings…
Read MoreHow High Earners Can Wisely Use Their Tax Refunds for Investment, Retirement, and Philanthropy
Tax refunds represent the return of overpaid taxes to taxpayers by the government, and for high earners and high-net-worth individuals, these refunds can be substantial. Utilizing tax refunds wisely is…
Read MoreHealth Savings Accounts and Their Tax Perks
Last Updated: May 13, 2026 Health Savings Accounts (HSAs) are tax-advantaged savings accounts designed for individuals with high-deductible health plans (HDHPs). By allowing account holders to save money pre-tax for…
Read MoreThe Role of Life Insurance in Estate Planning for Retirees in California
Last Updated: April 15, 2026 Estate planning is an essential process where individuals arrange for the management and distribution of their estate both during their lifetime and after their passing.…
Read MoreFind Your Perfect Sunset: Comparing Our Top Picks for Southern California Retirement Destinations
Last Updated: November 12, 2025 Ah, Southern California—where the sun melds into the Pacific, palm trees line the streets like guardians of paradise, and the soundtrack of waves crashing provides…
Read MoreDeciding on a Northern California Retirement: Exploring Our Two Top Destinations
Last Updated: November 12, 2025 California, often renowned for its beautiful beaches, tech hubs, and Hollywood glamour, is also a promising destination for retirees. From the serenity of wine country…
Read More