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Black Friday Savings Tips Retirees Can Use This Holiday

Black Friday Savings Guide for Retirees: Smarter Spending for the Holidays Black Friday has become a holiday tradition — a lively mix of browsing,...

The Retirement Spending Smile Explained

The Retirement Spending Smile: Why You Might Spend Less (Then More) Most people assume retirement spending is a straight line — steady,...

A Thanksgiving Lesson in Gratitude, Guidance & Guaranteed Income

Hi Humans — Tootsie Here, Reporting for Thanksgiving Duty Tootsie here, your biscuit-motivated, always-hungry Chief Retirement Sniffer-Outer. With...

Give Thanks, Then Revisit Your Retirement Plan

Thanksgiving is a season of gratitude — a moment to slow down, reflect, and appreciate the people, routines, and comforts that make life...

How to Build Financial Resilience in Uncertain Times

Uncertainty is nothing new — but for retirees, it can feel more personal. When you’re no longer earning a paycheck, everything from rising prices...

Smart Charitable Giving Before Year-End

Smart Charitable Giving Before Year-End: 3 Simple Ways to Make a Bigger Impact For many people, the holiday season isn’t just about celebrations —...

Understanding RMDs: What Every Retiree Needs to Know Before Age 73

Hi humans — Tootsie here, your loyal, biscuit-motivated Chief Retirement Sniffer-Outer, reporting for duty. Today we’re digging into something...

The Retirement Income Gap: Will Your Money Last?

The Retirement Income Gap: How to Know If You’ll Run Out of Money One of the biggest fears people share about retirement isn’t market volatility…...

The Psychology of Retirement: Aligning Money and Mindset

When most people think about retirement, they picture numbers — savings balances, income plans, budgets. But the real secret to a successful...

The 3-Bucket Plan for Calm Cash Flow

Hi humans, it’s me again — Tootsie, your favorite English Bulldog and Chief Retirement Sniffer-Outer. You know how I organize my toys? One for...

How to Stress-Test Your Retirement Plan

Why Every Retirement Plan Needs a Stress Test A strong retirement plan isn’t built for perfect conditions — it’s built to endure the unexpected....

Why a Year-End Portfolio Review Could Save Your Retirement

Why a Year-End Portfolio Review Could Save Your Retirement Retirement doesn’t mean your investments can run on autopilot. In fact, one of the most...

4 Retirement Myths That Can Cost You Big Time

Many retirees plan for years — only to find out some of what they “knew” about retirement wasn’t true. The problem isn’t just misinformation; it’s...

Is Your Medicare Specialist on the Calendar Yet?

Fall Isn’t Just Pumpkin-Spice Season — It’s Medicare Season Too Every fall, as the air cools (even just a little in Florida!) and calendars fill...

The Retirement Tax Trap: Moves to Make Before Year-End

The Hidden Tax Surprise That Catches Many Retirees You worked hard, saved diligently, and finally reached retirement. The last thing you expect now...

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