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Improving Financial Literacy in Your 30s: A Decade of Smart Money Moves

By Marissa Barnhill | November 24, 2023

As you enter the vibrant decade of your 30s—filled with potential and challenges, from finding the right career and company and basic retirement planning to possible homeownership and paying off debt, financial literacy becomes not just a useful skill but a critical cornerstone of your personal and professional life. This…

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Introduction to Retirement Taxation

By Marissa Barnhill | November 17, 2023

Retirement taxation is a multifaceted and crucial aspect of financial planning that’s important to consider when preparing to enter your golden years. It encompasses the intricacies of taxes, deductions, and credits that can impact your income during retirement. Understanding retirement taxation is not just a financial perk; it’s an essential…

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Find Your Perfect Sunset: Comparing Our Top Picks for Southern California Retirement Destinations

By Amanda McFarlane | November 10, 2023

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 the rhythm of life. For many, it’s the dream locale for leisure and relaxation during the golden years of retirement. But what does it really…

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Deciding on a Northern California Retirement: Exploring Our Two Top Destinations

By Amanda McFarlane | November 3, 2023

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 to the hustle and bustle of a thriving capital city, Northern California presents a variety of landscapes and lifestyles. Whether you’re dreaming of sunsets over…

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The Ultimate Guide to Financial Literacy in Your 20s

By Amanda McFarlane | October 27, 2023

In an age where digital transactions have become the norm and economic landscapes shift with increasing speed, understanding the intricacies of money is more vital than ever. But what exactly does it mean to be financially literate? Financial literacy is the ability to comprehend and effectively use various financial skills,…

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How Much Money Do You Need to Retire?

By Marissa Barnhill | October 20, 2023

Retirement is a significant milestone in life that many of us look forward to, but thinking about retirement also raises pressing questions and decisions that can shape the quality of our later years. One of the most common and pressing questions people have about retirement is, “How much money do…

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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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