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What makes for a successful and enjoyable retirement? You can read about it in our blog. We can’t retire without being financially prepared, but to truly enjoy the journey we must also be physically fit, mentally sound, spiritually healthy and socially connected.  While we'll be discussing the financial planning, strategies, tools and resources you need to navigate retirement, we'll also dig into the most recent research and best practices on exercising, charitable giving, traveling, working with caregivers and all the other things that make retirement so interesting.  And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you as part of our community!

Tuesday, May 23, 2023

The top 5 things retirees and those approaching retirement need to know about SECURE 2.0

Tuesday, January 19, 2021

With Democrats winning control of both the White House and both chambers of Congress, changes are probably coming to your taxes. What does a Biden presidency mean for your tax bill?

Monday, November 23, 2020

For decades, scientists have tried to uncover the secrets to long life. Researchers now believe the secret may be found in a small island off the coast of Japan...

Tuesday, October 6, 2020

The benefits of exercise are widely understood, but many retirees fail to understand the amazing benefits of strength training. In today's post, we'll highlight 3 reasons you should be lifting weights in retirement.

Friday, July 31, 2020

In today's post, we'll discuss 3 ways that your social security benefits may be impacted by the COVID-19 pandemic.

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Tuesday, June 2, 2020

Studies show the harmful effects of isolation on human beings. While we work to physically distance ourselves from others is vitally important that we stay socially connected.

Tuesday, April 28, 2020

Welcome to the Journey through Retirement Blog! Join our team and leading experts as we discuss all things retirement, including retirement income, Medicare & social security, tax planning, travel, wine, goal setting and more!