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Retirement

Simplify Your Finances, Simplify Your Life

Swedish death cleaning isn’t morbid — it’s mindful. Simplifying your finances can reduce stress, ease retirement transitions, and help you leave a lasting legacy.

10/27/2025
2026 Social Security COLA Increase

Social Security and SSI benefits will increase by 2.8% in 2026, raising average monthly payments by about $56. Learn when changes take effect and how to access your COLA notice online.

10/24/2025
Practical Steps to Reach $1 Million

For most people, hitting a net worth of $1 million isn’t about luck or inheritance—it’s about planning, smart financial habits, and consistency over time. Here’s how to build toward this milestone.

09/29/2025
Understanding the Benefits of IRAs

Planning for retirement can feel daunting, but starting early makes a difference.

09/17/2025
2026 Social Security COLA: Modest Rise

The Social Security Administration will announce the official 2026 cost-of-living adjustment (COLA) in October. Early forecasts point to a modest bump—slightly larger than this year’s 2.5%.

09/15/2025
Auto-IRAs Expand to Five New States

Workers in Delaware, Maine, New Jersey, Vermont, and Nevada now have access to automatic individual retirement accounts, or auto-IRAs, thanks to new programs launched between 2024 and 2025.

09/05/2025
Book Review: Retire Before Mom and Dad: The Simple Numbers Behind a Lifetime of Financial Freedom, By Rob Berger

Book Review: Retire Before Mom and Dad: The Simple Numbers Behind a Lifetime of Financial Freedom”, by Rob Berger iBooks audio book link: https://books.apple.com/us/audiobook/retire-before-mom-and-dad-the-simple-numbers/id1479880600 Publisher Description It’s time to claim your financial freedom. All you need is a roadmap to follow and you can create a life most people only dream about. A life free…

06/03/2024
Book Review: Planning for the later years by United States Social Security Administration.

Planning for the later years By: United States Social Security Administration. Reviewer’s Thoughts: This is a very old book, and an entertaining one to read when you consider the things that have changed since its writing. Surprisingly, there were also aspects that have remained unchanged. I read this book with commentary from someone who was…

09/01/2023
Book Review: Baby Steps Millionaires: by Dave Ramsey

About this Book Baby Steps Millionaires: how ordinary people build extraordinary wealth – and how you can too By Dave Ramsey Reviewer’s Thoughts: This is a follow up to The Total Money Makeover. While he does a quick review of the baby steps, this book gets more into steps you can take once you…

08/04/2023
Book Review: “You’re fifty-now what? Investing for the second half of your life” By Charles Schwab

About this Book You’re fifty– now what?: investing for the second half of your life, By Charles Schwab An international brokerage firm’s founder and chairman offers older investors and retirees information on basic personal finance, including retirement budgets, pension programs, insurance, mutual funds, estate planning, and charitable giving. Advises investors to modify their strategy and…

07/07/2023