06/14/2026
Warren Buffett isn’t focused on flashy moves — especially later in life.
As retirement gets closer, his approach offers a helpful reminder: avoid risking what you need for what you don’t.
This Kiplinger article shares why a shift in mindset can be worth a closer look 👉 https://www.kiplinger.com/retirement/retirement-planning/think-like-warren-buffett-as-you-near-retirement
06/12/2026
Retirement Q&A: What’s the biggest retirement mistake people make?
Assuming retirement planning is only about how much you’ve saved — not how that money will actually support your lifestyle over time.
06/09/2026
🌞 Great Outdoors Month is a great reminder to step back and think long‑term.
Just like getting outside gives you a fresh perspective, checking in on your retirement plan can do the same.
Small adjustments today can help support more freedom, flexibility, and confidence down the road.
06/07/2026
Retirement doesn’t look the way it used to — and that’s not a bad thing.
For many people today, retirement is less about stopping completely and more about flexibility, purpose, and choice. Plans evolve. Lifestyles change. And “success” looks different for everyone.
💬 What does retirement mean to you now? Drop your thoughts or questions in the comments — we’d love to hear them.
06/04/2026
Retirement Tip: Know which accounts your retirement income will come from — and in what order. Different accounts are taxed differently, which can affect how long your money lasts.
06/02/2026
When was the last time you updated your passwords? 🔐 If it’s been a while… today’s a good day to start.
June is Internet Safety Month—a great reminder to create stronger passwords, update privacy settings, and stay alert to potential scams.
Taking a few proactive steps now can go a long way in protecting what matters most.
05/31/2026
📖 Ever heard the advice, “Don’t judge a book by its cover?” The same idea applies to retirement.
Your plan may look great at first glance, but inside it could hide gaps and shaky assumptions, and include chapters that don’t fully account for taxes, income needs, or how long retirement may last.
We’re here to help strengthen the storyline so your retirement plan tells a story worth reading.
05/28/2026
This or That: Retirement Edition
🗺️ Explore new places
📖 Catch up on books and hobbies
Retirement should fit your lifestyle. Whatever your ideal days include, we’re here to help create a plan that supports it.
05/26/2026
⏳ The first year of retirement can feel like a learning curve.
New freedom, new routines, and new spending habits don’t always match expectations right away. Some retirees overshoot, others pull back too far — and many need time to find their comfort zone.
That’s where a spending plan (instead of a rigid budget) can help, offering structure without taking away flexibility.
👉 Learn more about why the first year of retirement sets the tone here:
The 'First Year of Retirement' Rule
The 'first year of retirement' rule says the 12 months after you leave work set the tone for your entire later life — so it's vital to approach them mindfully.
05/23/2026
Retirement Q&A ❓
On average, Social Security is designed to replace about how much of pre‑retirement income?
Swipe for the answer! 👉