OUR BLOG

To help you better understand your financial needs or assess your current investment and retirement strategies, we post a weekly blog. We hope you find these retirement and financial insight blogs helpful.

Am I Too Old to Save for Retirement? How to Catch Up
Am I Too Old to Save for Retirement? How to Catch Up
July 7, 2025 |

  It’s never too late to start saving for retirement. While starting early gives you the advantage of compound growth over time, even those nearing retirement age can still make meaningful progress. If you’re worried that you’ve waited too long, here’s some good news: with the right strategies, you can catch up and improve your…

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Tips for Retiring Early: A Short Guide to Building Financial Freedom
June 26, 2025 |

Retiring early is a dream for many, but with the right planning and discipline, it can become a reality. Whether you want to travel the world, start a passion project, or simply enjoy a slower pace of life, early retirement requires strategic financial planning. Here are some tips that may help you get there: 1….

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Discover Northern California Road Trips for Retirees from the Portland–Vancouver Area
Discover Northern California: Road Trips for Retirees from the Portland-Vancouver Area
June 17, 2025 |

For retirees living in Portland-Vancouver area, road-tripping to Northern California offers the perfect blend of adventure and tranquility. From towering redwoods to charming coastal towns and vineyard-dotted hills, the drives are as memorable as the destinations. If you’re looking for relaxed pacing, easy access to nature, and enriching experiences, these curated trips are ideal for…

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5 Heart Healthy Foods Every Retiree May Want to Eat
5 Heart-Healthy Foods Every Retiree May Want to Eat
June 9, 2025 |

As we age, maintaining heart health becomes increasingly important. A heart-healthy diet can reduce the risk of heart disease, manage blood pressure, and support overall well-being.1-5 For retirees, choosing the right foods can make a big difference. Here are five heart-healthy foods which may be beneficial during retirement: 1. Fatty Fish (like Salmon and Mackerel)…

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Staying Active in Retirement Simple Exercises for a Healthy Life
Staying Active in Retirement: Simple Exercises for a Healthy Life
June 3, 2025 |

Retirement is a great time to focus on your health, and staying physically active is one of the best things you can do for your body and mind. Regular exercise helps maintain strength, balance, flexibility, and mental well-being. The good news is, staying active doesn’t mean high-intensity workouts as there are plenty of gentle yet…

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