McNally$Money

McNally$Money Retirement Doesn’t Need to be Complicated or Scary. If you plan properly by following a few Simple Steps, you can have the Retirement Lifestyles You Deserve.

You can have the Health - Wealth - & Freedom to Live Your Dream Retirement! Let's get started! W: 530-319-5158
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Our mission at Retirement Lifestyles Advisory Group is to help our clients generate a stress free retirement income by using investments that are predictable, safe and can increase every year no matter what the market is doing. We offer a fee-based fiduciary relationship for retirees or soon to be retirees.

10/05/2026

Did you know some life insurance policies could include benefits you may use while you’re still living? 

When you’re thinking about insurance, it helps to start with the problem you’re trying to solve, not the product.

What happens if your health changes and you need care? What would you want available for your spouse or family? And how much are you comfortable setting aside for those risks?

There may be more than one way to build that protection into a retirement plan.

If insurance is one of the pieces of your retirement plan you haven’t reviewed in a while, comment QUIZ and I’ll send you my free Retirement Readiness Assessment.

10/01/2026

Helping a child or grandchild with college can be a great goal, but their plans may look completely different by the time they’re old enough to use the money.

That’s why I like flexibility in a plan.

The bigger question isn’t only where you save. It’s how much you can comfortably set aside for the next generation without getting in the way of your own retirement.

Are education expenses for kids or grandkids part of your long-term plan?

09/30/2026

Your retirement date isn’t only about whether your savings can replace your paycheck.

It’s also about what disappears when you leave the job.
Benefits you barely think about while you’re working can suddenly become expenses you have to cover yourself, and healthcare can be one of the biggest.

If you’re trying to figure out whether retiring early actually works with your numbers, comment RLA and I’ll send you the link to book a call with me.

09/28/2026

As your savings and assets grow, it’s worth making sure your insurance has kept up too.
Policies you set up years ago may still be sitting on autopilot, even though the amount you’d want to protect looks very different today.

Insurance reviews aren’t the most exciting part of retirement planning, but uncovered gaps can matter a lot when something unexpected happens.

If you’re wondering what other areas of your retirement plan may need a second look, comment QUIZ and I’ll send you my free Retirement Readiness Assessment to your DMs.

09/23/2026

A lot of people spend decades preparing financially for retirement without ever really bringing all the pieces together.
Then the date gets close and suddenly there are a dozen questions competing for attention at once.

That’s why I like to look at retirement as one connected plan rather than a collection of separate decisions. Income affects taxes. Healthcare affects spending. Social Security affects income. Investments have to support all of it.

If retirement is getting close and you want to see what may still need attention, comment QUIZ and I’ll send you my FREE Retirement Readiness Assessment so you can get a clearer picture of where you stand.

09/22/2026

This is one of those conversations that’s much easier to have before anyone actually needs the help.

Who would you want involved if your care needs changed? Would family be able to help? Would you want care at home? And where would the money come from?

You don’t have to know exactly what the future will look like. But having the conversation now can save your family from making every decision under pressure later.

Send this to the person you’d want beside you in that conversation.

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