Posts Tagged ‘Retirement community’
The Missing Piece: Your Retirement Life Plan
When we think of retirement planning, our minds often jump to 401(k)s, IRAs, and pension funds. But according to Dr. Corinne Auman, a developmental psychologist and author of Keenagers: Telling…
Read MoreNovember 27, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreThe Basics About a CCRC in Retirement – Part 2
Rae Dawson is back with us this week to continue our series on CCRC (continuing care retirement community) and how it fits into your retirement planning. While much of this…
Read MoreNovember 13, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreThe Basics of a CCRC
Rae Dawson was a special guest on our podcast this past week, and she was happy to talk to us about a very important topic: CCRC. If you don’t know…
Read MoreSecure My Retirement Podcast: Where Is My Episode?
People lose a lot of things. One of the things that people lose a lot of is information. Open up your smartphone, and you’ll be bombarded with info from multiple…
Read MoreHow to Reverse Osteoporosis
While we often focus on ways to secure your retirement and retirement planning, we broke away from the norm on this week’s podcast and had a very important conversation about…
Read MoreJuly 5, 2022 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreCybersecurity 101: How to Secure Your Financial Accounts, Phone and Email
Are you trying to secure your retirement? If so, a lot of clients we have are majorly concerned about cybersecurity. In an instant, a hacker can get into your bank…
Read MoreHow to Plan for Inflation in Retirement
Inflation is something everyone is dealing with right now. However, we focus on retirement planning. We want to help ease the minds of those trying to secure their retirement or…
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