Retirement Planning
How Much Money Do You Need to Retire?
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…
Read MoreGolden Years in the Golden State: Our Top Retirement Destinations in Central California
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…
Read MoreHealthcare in Retirement: Navigating Medicare, Long-Term Care, and Health Expenses
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:…
Read More9 Retirement Planning Mistakes You Should Know About 
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…
Read More10 Dream Retirement Locations in California
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…
Read MoreWhy Retirement Planning Is Important
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,…
Read MoreEmbracing the California Lifestyle: How to Choose the Right Community for Retirement
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…
Read MoreInspiring Women in Retirement: How to Ensure You’re on the Right Path
What you should know, key planning elements & why men should listen up, too! Planning for retirement and beginning this stage of life is multi-layered. It’s true that 90% of…
Read MoreReverse Mortgages: What They Are and If They’re Right for You
Millions of Americans are entering retirement encumbered with mortgages. The proportion of homeowners aged 65+ who still carry a mortgage doubled over the last 30 years—from 21% in 1989 to…
Read MoreKey Financial Dates to Note in 2023 for Retirees
As we look ahead to 2023, it is essential to mark your calendar with key dates that will affect your retirement planning. Here are some important dates to remember throughout…
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