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Engage, Educate, Inspire: Your Weekly Dose of Diverse Insights

Explore a rich collection of blog posts on lifestyle, culinary arts, technology, and more. Elevate your client engagement with fresh, valuable content delivered straight to their inboxes every week.

Creating a Simple Weekly Routine in Retirement

Creating a Simple Weekly Routine in Retirement

One of the most freeing aspects of retirement is the open calendar. Gone are the packed workweeks and tight deadlines. But for many retirees, the lack of structure can be both a blessing and a challenge. Without a rhythm to anchor your days, time can begin to blur,...

Time Blocking for Retirees: Structure Without Stress

Time Blocking for Retirees: Structure Without Stress

After decades of living by work schedules, retirement often brings the welcome freedom of unstructured time. But for many retirees, the lack of a daily framework can feel more disorienting than liberating. With no clear separation between tasks, activities, and rest,...

How to Tell If a Phone Call or Email Is a Scam

How to Tell If a Phone Call or Email Is a Scam

Scams today are more sophisticated than ever. Whether it’s a friendly voice on the phone or an official-looking email in your inbox, scammers are experts at appearing legitimate. For pre-retirees and retirees in particular, these tactics often target your trust,...

Finding a Daily Rhythm That Balances Rest and Activity

Finding a Daily Rhythm That Balances Rest and Activity

Retirement offers something most of us have long wished for—more time. But with that gift often comes a surprising challenge: how to use it meaningfully without feeling overwhelmed or adrift. Without the structure of a work schedule, some retirees find their days...

How to Plan Weekly Meals Without the Stress

How to Plan Weekly Meals Without the Stress

For many retirees, cooking at home offers health benefits, cost savings, and the comfort of familiar flavors. But even with more free time, the daily question of “What’s for dinner?” can start to feel overwhelming. Without a plan, meals can become repetitive, rushed,...

Cruising After 60: What You Should Know Before You Book

Cruising After 60: What You Should Know Before You Book

For many people over 60, cruising represents the perfect blend of adventure and comfort. You unpack once, enjoy all-inclusive amenities, and wake up in a new destination each morning. Whether you're exploring tropical islands or historic European ports, cruises offer...

Brought To You By:

Josh Wood

CFP® | MPAS® | CRPS® | ABFP? | APMA®

President – Senior Wealth Advisor