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Golden Years in the Golden State: Our Top Retirement Destinations in Central California

By Amanda McFarlane | October 13, 2023

The allure of California is undeniable, from its iconic coastlines to its sun-soaked vineyards. But as retirement beckons, the question arises: Where in this vast and varied state should one settle? While the glitzy attractions of Los Angeles and the bustling hubs of San Francisco might first spring to mind,…

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Healthcare in Retirement: Navigating Medicare, Long-Term Care, and Health Expenses

By Marissa Barnhill | October 6, 2023

The golden years of retirement beckon with promises of relaxation and more time to enjoy hobbies and loved ones. Yet, with these years comes an important and often complex—and overlooked—consideration: healthcare. As you age, healthcare needs often become a primary concern, as you have an increased likelihood of health issues…

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9 Retirement Planning Mistakes You Should Know About 

By Marissa Barnhill | September 29, 2023

We’ve all heard the old phrase: Mistakes happen. As is the case with anything else in life, this phrase rings true when it comes to retirement planning. Retirement planning is one of those tasks that seems perpetually on the horizon. Many view it as a distant concern, while others might…

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10 Dream Retirement Locations in California

By Amanda McFarlane | September 22, 2023

California, known for its diverse geography and stunning landscapes, has become one of the top retirement destinations in the United States. From the sunny beaches and cultural diversity to the lush wine country and mild climate, California offers an endless list of possibilities for those seeking the perfect place to…

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Why Retirement Planning Is Important

By Marissa Barnhill | September 15, 2023

For many of us, the dream is to one day hang up our work boots, step away from the daily grind, and embrace a life of leisure and freedom. Retirement, often referred to as the “golden years,” is usually described as a time of relaxation, adventure, and exploration. But to…

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Embracing the California Lifestyle: How to Choose the Right Community for Retirement

By Amanda McFarlane | September 8, 2023

When the golden years approach, and the hustle and bustle of workdays fade into the rearview mirror, the dream of many retirees is to settle down in a place that promises a perfect mix of relaxation, adventure, cultural vibrancy, and natural beauty. California, with its diverse landscapes, Mediterranean climate, and…

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The Implications of Retirement on Your Financial Plan

By Amanda McFarlane | September 1, 2023

As we navigate through our careers and personal lives, retirement often feels like a distant eventuality. The truth is, it’s never too early to start planning for this significant phase of life. Retirement brings about a variety of implications for your financial plan, ranging from changes in income and expenses…

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Understanding Fixed Indexed Universal Life Insurance (FIUL): A Detailed Overview

By Amanda McFarlane | August 25, 2023

Life insurance is a pivotal part of financial planning, offering a layer of financial security for your loved ones when you’re no longer there—and some insurance options even have benefits you can take advantage of during your lifetime. Different types of life insurance cater to varying financial needs and goals.…

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