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How to Stay Socially and Financially Independent After Retirement
How do you maintain financial confidence and fulfill social life in retirement when costs are rising, and communities are changing? Many retirees and pre-retirees face this challenge, wondering if they have enough savings while maintaining an active and engaging lifestyle. According to the National Institute on Retirement Security, 79% of Americans believe the nation is facing a retirement savings…
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How to Plan for In-Home Care: Costs and Funding Strategies
As the cost of eldercare at home continues to rise, more families are turning to in-home care to provide quality support while preserving the comfort and independence of home. However, balancing the emotional, financial, and logistical aspects of caregiving can be challenging. Creating an age-in-place plan offers a structured approach…
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Family Support or Facility Care? Exploring Your Options
Long-term care is a topic that often requires thoughtful consideration, especially as you approach retirement or plan for aging. Whether the focus is on maintaining care at home with family support, transitioning to a professional facility, or exploring strategies like aging in place, each option presents a chance to create…
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What Is an Age-in-Place Plan, and Why Do You Need One?Â
As we age, the concept of “home” often becomes even more significant, representing comfort, familiarity, and independence. For many older adults, the idea of leaving this meaningful space for a retirement home or assisted living facility may not feel like the right fit. Instead, a growing number are choosing to…
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Building Financial Habits That Stick: Long-Term Wealth Strategies for 2025Â
As we move into 2025, forming strong financial habits can play an important role in staying on track with your goals. In a constantly changing financial environment, small, consistent actions—like automating savings, managing spending, and reducing debt—can help you feel more in control and better prepared for the future. Developing…
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Essential Financial Dates for Retirees in 2025
For retirees, keeping track of key financial dates can help with managing important tasks like tax filings, healthcare decisions, and retirement account distributions. This list of 2025 milestones highlights notable deadlines that could impact your financial planning. Whether it’s reviewing your estate plan, addressing required minimum distributions (RMDs), or exploring…
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Retirement Planning Tips to Jumpstart Your New Year in January  Â
The start of a new year is a great opportunity to focus on your financial goals, especially when it comes to retirement planning. January offers a fresh chance to revisit your progress, make adjustments for any changes in your circumstances or the market, and take steps to stay on track. …
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Legacy Planning During the Holidays: A Time to Reflect on What Matters Most Â
The holiday season is a time for togetherness, gratitude, and reflection—a moment to pause and cherish the people and values that matter most. Amid the joy of family gatherings and the warmth of shared traditions, it’s also an ideal time to think about the lasting impact you want to have…
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