The Social Security Administration often provides cost-of-living adjustments. Now, you might be happy about lower inflation levels and general price stability, but if you were counting on another large increase to your Social Security check, you might be realizing you have to change your plans… so let’s discuss!

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Planning for a stable retirement isn’t just about saving, it’s about turning those savings into reliable income. That’s where annuities come in. They offer a way to protect your nest egg, create steady income for life, and tailor your plan to fit your goals. Whether you’re looking to guard against market volatility or leave something behind for loved ones, annuities can provide powerful solutions. 

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Insurance can be a powerful tool in retirement if you use it wisely. But overlooking the fine print, or buying the wrong coverage can lead to expensive mistakes. From gaps in healthcare coverage to underestimating long-term care costs, retirees often miss key details that matter. Today, we’re unpacking the most common insurance missteps and how to avoid them.

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A secure retirement isn’t just about what you’ve saved—it’s about how you protect it. Life insurance can help cover final expenses, support your loved ones, or even supplement your income. From tax advantages to legacy planning, understanding your options can make a big difference. Let's discuss!

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Your health might not be top of mind in retirement, until it is. Rising medical costs can put real pressure on your savings, which is why planning ahead is so important. From Medicare and supplemental coverage to long-term care and smart savings strategies, we’ll walk through what you need to know to stay protected. 

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Generational wealth doesn’t just happen—it’s strategically protected. Too often, wealth is lost through a lack of planning. From tax strategies to family education, there are steps you can take now to protect what you’ve built. Let’s explore how planning as a family can preserve wealth for generations.

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As you plan for your child’s education, the last thing you want is unexpected tax penalties eating into your savings. Traditional options like 529 plans can come with restrictions, but there’s a more versatile strategy worth exploring. With the power of Universal Life or Indexed Universal Life Insurance, you can fund college and keep your financial freedom intact. Let’s discuss!

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You’ve probably heard of 529 plans as a way to save for college—but they’re more flexible than most people realize. From K-12 education expenses to student loan payments, 529s can do more than just cover tuition. Here’s how to make the most of a 529. 

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The price of college has surged compared to what Gen X and Baby Boomers paid, yet it remains a gateway to higher earnings and better career opportunities. Today, we’re breaking down the real cost, the value, and what families need to know. 

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Tariff policy and trade deals may seem like distant international affairs, but the ripple effects can have a very real impact on your portfolio and your retirement plan. From rising consumer prices to increased market volatility, global trade policy has re-entered the spotlight in 2025. Let’s discuss!

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