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Blog tagged as retirees

Proper Asset Allocation for a 70-Year-Old Retiree:  Understanding Where Different Strategies May Fit

Proper Asset Allocation for a 70-Year-Old Retiree:  Understanding Where Different Strategies May Fit

By Victoria Robinson

Why Asset Allocation Changes During Retirement

For many retirees, turning 70 represents an important shift in financial priorities. During working years, portfolios are often built primarily around growth and long-term accumulation. But in retirement, the focus frequently expands beyond growth alone...

05-18-2026 12:28 PM - Comment(s)
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What Happens If You Claim Social Security Too Early?

What Happens If You Claim Social Security Too Early?

By Victoria Robinson

One of the Biggest Retirement Decisions

One of the most important financial decisions retirees make is deciding when to claim Social Security benefits. While many people focus heavily on growing retirement savings, the timing of Social Security can have a major impact on long-term retirement income.

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05-15-2026 11:35 AM - Comment(s)
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Why Index Annuities Are a Retiree’s Best Friend

Why Index Annuities Are a Retiree’s Best Friend

By Victoria Robinson

As retirement approaches, many people begin asking the same important question: how do you continue growing your money without exposing yourself to major market risk?


After spending decades saving and investing, the idea of watching retirement savings fluctuate with the stock market can become stres...


05-13-2026 02:19 PM - Comment(s)
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Farmers Market Finds — A Simple Retirement Habit With Big Benefits

Farmers Market Finds — A Simple Retirement Habit With Big Benefits

By Victoria Robinson

For many retirees, retirement is about more than simply having extra free time. It’s about creating routines and experiences that make life feel enjoyable and meaningful again. One activity that many retirees unexpectedly grow to love is visiting local farmers markets.


At first glance, it may seem l...


05-12-2026 10:01 AM - Comment(s)
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When One Spouse Passes…What Happens Next 

When One Spouse Passes…What Happens Next 

By Victoria Robinson

John and Mary did everything right. They worked hard, saved consistently, and entered retirement in a strong financial position. Their home was paid off, they had $300,000 in investments, and additional savings in the bank. Together, they were bringing in approximately $82,000 per year in retirement...

05-11-2026 11:00 AM - Comment(s)
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