Keep It Simple Blog

Retirement marks the beginning of a new adventure, a chapter filled with endless opportunities for personal growth and fulfillment. Crafting your own retirement bucket list is the key to unlocking the treasures of this exciting phase. It's not just a list; it's a roadmap to live life to the fullest, embracing experiences, wellness, and cherished moments with loved ones. In this post, discover how to curate a retirement bucket list that reflects your dreams, aspirations, and the joys you want to embrace.

Gain valuable insights on essential retirement topics such as financial management, healthcare options, estate planning, lifestyle adjustments, and prioritizing health and wellness. Our comprehensive guide will help you make informed decisions and embrace a fulfilling retirement.

Discover the important and growing role of older women in the US labor force. Despite facing challenges like discrimination and a widening gender wage gap, their participation has increased dramatically. Learn why supporting and accommodating their unique needs is crucial for their financial security and the strength of the economy.

When should I take social security? It seems like an easy question, but it's one of the most asked questions I get from people. Like almost everything in financial planning, it's very dependent on the person asking the questions.

This article will help your clients understand the basics of an estate strategy and what needs to be included.

Do you know the "A, B, Cs" of Medicare? Brush up on your Medicare basics to stay in control of your medical future.

Cross-tested plans may enable some companies to direct a greater portion of contributions to highly compensated employees. Whether this type of plan design is appropriate for your company will depend greatly on the demographics and goals of your company.

What 401(K) plan design option works for businesses with lots of highly compensated employees? Social Security Integration could be the plan design for your business. Discover the reasons why this plan design option works for many business owners.