Retirement isn’t what it used to be. It’s typically longer and more active, doesn’t start at the same age for everyone, and could involve paid work. Not everyone’s retirement will look the same, and it […]
Fall is harvest time. Pumpkins, squash, and apples fill grocery stores, and if you have a garden, your own produce might be ready to pick. Of course, not everyone has a garden – gardening can be […]
Successful people are ambitious and disciplined. They set big goals and focus on achieving them over the course of a long career or a lifetime. Many people also have high-flying goals for their personal life– run […]
By the year 2035, Americans 65 and older are expected to outnumber those under 18 for the first time in our country’s history. In just 10 years, people over 60 will make up the largest consumer market […]
Have you heard of “Blue Zones”? No, they’re not places where everyone is a Democrat. They’re places in the world where there is an unusually high number of people living into their 90’s and even 100’s. […]
Entering retirement can mean a dramatic shift in lifestyle, but luckily there is plenty of time for new or old hobbies. Remember, you’re not just retiring from something, you’re retiring to something. The “what” is up […]
Happy 244th birthday, America! The holiday is enough reason to celebrate, but after months of quarantine, seeing loved ones and spending time outside in the warm weather is even more reason to celebrate. One of the […]
It’s easy to fall into the trap of following a script when it comes to retirement, especially if you’re unsure of how to create your own plan. This “script” can dictate a retirement age, lifestyle, […]
Retirement planning forces us to make many decisions, as well as calculations. And while a professional can help you with those, it can also help to sharpen up your math skills. Calculating percentages and interest rates […]
Are you planning to travel in 2020? There are many upsides to going on a group tour: Travel arrangements and accommodations are figured out for you, and it’s much harder to get lost when you’re with […]
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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Juniper Wealth Management. Juniper Wealth Management is a separate and unaffiliated entity from Simplicity Wealth.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Juniper Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.