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Read more about the article State Taxes on Social Security — Where You Keep More

State Taxes on Social Security — Where You Keep More

  • Post published:July 22, 2025
  • Post category:Retirement Planning/Social Security FAQs

This is Part 2 of our 3-part series on taxes in retirement. For Part 1, click here, and for Part 3, click here. While federal taxes still apply to many…

Read more about the article These Retirement Destinations are Appealing for One Specific Reason

These Retirement Destinations are Appealing for One Specific Reason

  • Post published:July 15, 2025
  • Post category:Retirement Planning

Seniors often focus on finding the right retirement destinations once they claim their Social Security benefits. It's at this point when relocating can be like starting a new chapter. These…

Read more about the article How to Avoid Running Out of Money in Retirement

How to Avoid Running Out of Money in Retirement

  • Post published:July 10, 2025
  • Post category:Retirement Planning

One of the biggest concerns for retirees is making sure their savings last. Careful planning and smart financial decisions can help you avoid outliving your money. Start with a realistic…

Read more about the article These Social Security Changes Could Help People Who Need to Retire Early

These Social Security Changes Could Help People Who Need to Retire Early

  • Post published:July 1, 2025
  • Post category:Retirement Planning

It’s common knowledge that delaying your Social Security benefits can lead to higher payments. But not everyone has the ability to keep working until the full retirement age. This creates…

Read more about the article More Seniors Are Making the Decision to Retire Abroad

More Seniors Are Making the Decision to Retire Abroad

  • Post published:June 13, 2025
  • Post category:Retirement Planning/Senior Lifestyle and Wellness

If there's one item that's on nearly every senior bucket list, it's travel. But why settle for visiting a new country in retirement? Some people choose to live there. Between…

Read more about the article A Very Small Percentage of Seniors Will Maximize Their Social Security Benefits

A Very Small Percentage of Seniors Will Maximize Their Social Security Benefits

  • Post published:April 24, 2025
  • Post category:Retirement Planning

Do you plan to maximize Social Security benefits by waiting until 70? If so, you're in the minority. According to this article by Kerry Hannon of Yahoo News, only 10…

Read more about the article How to Save on Social Security Taxes in Retirement

How to Save on Social Security Taxes in Retirement

  • Post published:April 17, 2025
  • Post category:Retirement Planning

Many people imagine that when they finally walk away from the workforce, they'll be done with taxes as well. However, Social Security taxes are a burden that retirees still have…

Read more about the article 5 Retirement Planning Mistakes to Avoid for a Secure Future

5 Retirement Planning Mistakes to Avoid for a Secure Future

  • Post published:April 15, 2025
  • Post category:Retirement Planning

If you're looking to create a better tomorrow, avoid retirement planning mistakes today. Retirement is a significant milestone that we all look forward to. It requires careful planning, but it's…

Read more about the article The 50/30/20 Budgeting Hack for Seniors

The 50/30/20 Budgeting Hack for Seniors

  • Post published:April 8, 2025
  • Post category:Retirement Planning

In honor of Financial Literacy Month, we're focusing on one of the most important financial topics of all. Budgeting in retirement doesn’t have to be complicated. The 50/30/20 rule is…

Read more about the article Financial Literacy: The Key to Happiness in Retirement

Financial Literacy: The Key to Happiness in Retirement

  • Post published:April 7, 2025
  • Post category:Retirement Planning

What's the key to finding true, lasting happiness in retirement? This later chapter in life may look quite different than the ones before it. So how can you maximize your…

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