Retirement Housing 101: Affordability, Accessibility, and the Perfect Location

There are lots of decisions to make when thinking about retirement. Housing is a biggie, so let's break down what to look for:

First up, what can you afford? We're talking mortgage or rent, property taxes, insurance, utilities, just to start off. Making sure those costs won't cramp your retirement lifestyle is extremely important!

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Social Security Simplified: Making Sense of Your Options

Social Security should be a comforting safety net, but let’s be real—it’s more like a tangled web that can leave you spinning. In this blog we will break down social security to make it a bit more manageable.

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Building your retirement roadmap

I'm beyond thrilled to share the news that I've officially earned my RICP® designation! A Retirement Income Certified Professional® helps clients make the most of their retirement income and investments. I have the expertise to develop a personalized income plan that takes into account your unique goals, lifestyle, and risk tolerance.

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