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Retiree Viewing Guide: Shows Worth Your Time
Retirement often opens up something many of us didn’t have before…time. And more retirees are treating their screen time with the same care they give to travel plans or reading lists. Whether you’re after thoughtful storytelling, eye-opening documentaries, or something to share with friends, the right show can feel like a new adventure, or at…
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How to Fire Old Financial Habits
You’ve advanced in your career. You’re earning more and managing the responsibilities that come with success. Yet maybe you’ve maintained some financial habits that you should have left behind. These habits are often rooted in past visions of security or achievement. But if the conditions have changed, it’s worth asking whether the behavior still fits.…
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Expand Your Circle in Retirement
When you picture retirement, you probably think of freedom. With more time and fewer obligations, you finally have the chance to relax. What many don’t expect, though, is how retirement changes your social life. The people you saw every day…coworkers, clients, even your favorite barista…may no longer be part of your regular routine. That sudden…
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Pickleball Like a Pro
Pickleball is booming and not just with weekend warriors. Retired high achievers are trading in golf carts for court shoes and discovering that this isn’t a slow-paced sport. It’s fast, competitive, and addictive. The question is: are your skills sharp enough to keep up? 1. The Gear That Matters (and What Doesn’t) Here’s the deal:…
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How to Maximize Your Credit Score
For the wealthy, credit scores can feel like a formality. After all, when you have ample liquidity, who’s really checking your credit? Turns out, plenty of people are. Lenders, underwriters, insurers, and even business partners may review your credit as a measure of trustworthiness and financial discipline. And while a high-net-worth can open doors, a…
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The Hidden Cost of DIY Investing
Doing your own investing has never been easier. The tools are accessible. The fees are low. The online resources are endless. But there’s one cost that often gets ignored: confidence. 1. Confidence Feels Easy in Good Times When markets are calm and rising, it’s easy to feel in control. A few smart moves can build…
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5 Estate Planning Considerations
Creating a comprehensive estate plan is a key step in helping ensure your wishes are honored and your loved ones are cared for after you’re gone. Picture two families trying to find their way forward after losing a loved one. For the first family, Sarah’s father had a clear and up-to-date estate plan. His will…