Four key retirement updates for 2026 that affect how retirees and near-retirees save, give, and manage taxable income- including new senior deductions, catch-up rules, charitable giving changes, and higher contribution limits.

What’s the best age to retire? A data-driven and real-life look at when retirement makes the most sense.

Which accounts should retirees withdraw from first?

We discuss the most tax-efficient withdrawal strategy that considers using taxable, IRA, and Roth accounts alongside Social Security income.

Retirees are hearing nonstop about crypto and AI. Here’s what actually matters for your money, your safety, and your long-term plan in 2025.

Many retirees love the idea of letting their investments pay their bills in retirement. You simply collect and spend your dividends, without ever touching the principal.

But thinking that way can grossly limit how you use your money to actually enjoy retirement.

Most retirees think happiness comes from financial security, but the science tells a bigger story. Research shows that lasting fulfillment in retirement comes from three things: a solid financial foundation, strong relationships, and a sense of purpose.

Retirement isn’t just about saving enough. The biggest risks, like inflation, market volatility, taxes, and health costs, can derail your plans if you’re not prepared.

Learn how to build a flexible retirement plan with guardrails that protect your lifestyle and give you confidence to spend wisely.

Wondering how much you can safely spend in retirement? Learn why the 4% rule falls short, how the Retirement Spending Curve works, and strategies to enjoy your money without running out.

Those of us in the Pacific Northwest know we’ve got something special. Here’s why Southwest Washington stands out as the top retirement spot on the West Coast.