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Whether you're nearing retirement or already enjoying your golden years, our blog is your trusted source for practical advice and thoughtful analysis to ensure you're well-prepared for the road ahead.

Friday, May 23, 2025

Planning for retirement should be exciting—but for many Americans, it’s overwhelming. A recent survey found that 53% of people feel confused or paralyzed when it comes to making financial decisions. That’s not just a statistic—it’s a...

Tuesday, August 27, 2024

Now the only question is, “How much will short-term interest rates drop in September?” At his annual speech to global central bankers in Jackson Hole, Wyoming, Fed Chair Powell laid out a strategy to cut short-term interest rates, but...

Thursday, June 20, 2024

The Impact of Presidential Policies on Your 401(k): Trump vs. Biden In the most recent Winning Retirement Radio Podcast episode, Greg and Kristen Taylor discuss how the presidencies of Trump and Biden have affected Americans' 401(k)s...

Monday, May 20, 2024

As we continue through 2024, I wanted to share some data that many may find positive. Fidelity Investments just announced that 440,000 retirement savers reached an incredible milestone in 2023: $1 million in their 401(k).1 That's...

Thursday, May 16, 2024

The 2024 Employee Benefit Research Institute (EBRI) Retirement Confidence Survey was recently released, and it provides an illuminating look at the current state of retirement preparations and mindsets across the country. While the...

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Sunday, April 28, 2024

Retirement opens up a whole new world of possibilities! Here are 10 bucket list ideas for things to do in retirement: Travel the World: Take that dream vacation you've always wanted. Explore different countries, immerse yourself in new...

Thursday, April 25, 2024

Transform your home into a haven of comfort and tranquility for your retirement years with these simple yet effective tips! From decluttering and organizing to creating cozy relaxation zones, discover how to make every corner of your...

Saturday, March 23, 2024

As we continue through 2024, I wanted to share some data that many may find positive. Fidelity Investments just announced that 440,000 retirement savers reached an incredible milestone in 2023: $1 million in their 401(k).1 That's...

Monday, June 19, 2023

Let’s hear it for the dads, the ones who help us grow, give us guidance, and look out for us in a million different ways. In celebration of Father’s Day, here are some of the ways you can honor the father-figures in your...

Monday, May 29, 2023

Memorial Day is a time for Americans to honor and remember those who lost their lives while serving in the armed forces. Veterans will think back on the men and women who served alongside them who gave the ultimate sacrifice for their...

Monday, May 15, 2023

A very special day is returning – Mother's Day. It is a day of gratitude, adoration, and relaxation for Mom, a time to treat her like the queen she is. Mother's Day gives you a chance to touch the hearts of all the mothers in...

Sunday, May 7, 2023

I wanted to take a moment to update you on the potential changes to Social Security benefits for 2024. As I'm sure you know, the Social Security Administration calculates annual cost-of-living adjustments (COLA) based on the Consumer...

Saturday, May 6, 2023

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Friday, May 5, 2023

Financial markets can be challenging to understand. And when markets enter a “bad news is good news” cycle, it becomes even more challenging to follow along.Stock prices rallied at the end of April after the Commerce...

Thursday, November 12, 2020

It’s a startling statistic.45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1Second-guessing your investment strategy is natural,...

Wednesday, November 11, 2020

On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for 2021. This adjustment will begin with benefits payable...

Thursday, October 8, 2020

I met with a client a couple of weeks ago just to go over what she has and review her income situation. She worked a normal job all of her life making decent money but saved just about everything that she made. She is what we often...

Thursday, October 1, 2020

Rarely does a week ago by that we don’t have someone ask, “Which option should I take with my pension?” or “How can I get the most out of my 401(k)?” Recently, Kristin and I met with a retired woman who...

Thursday, September 24, 2020

A family that I met with seemed to be very concerned about their retirement future. As we discussed their financial situation, I discovered that they had done a wonderful job of preparing for retirement, saving more than $1 million....

Thursday, September 3, 2020

We’ve heard the stories about the architect whose house plans are never completed or the attorney with no estate plan. Those of us who manage our own businesses often get tied up in the day-to-day activities and miss the big...