Your weekly resource hub for navigating the life side of retirement. Explore tips, save your favorites, and build your personalized retirement plan.
From the Blog

Essential retirement survival tips to navigate your post-career life with confidence. Learn how to thrive, not just survive, in this rewarding new chapter.
The Retirement Buzz
Americans now believe they need $1.46 million to retire comfortably — a $200,000 jump from last year. Driven by persistent inflation, longer life expectancies, and uncertainty about Social Security's future. The median savings for ages 55–64 is currently just $185,000.
CMS finalized new rules making Medicare Advantage and Part D plans simpler and more flexible. The biggest win: the Part D coverage gap (the 'donut hole') is officially eliminated. Out-of-pocket thresholds are reduced and catastrophic phase cost-sharing is removed.
Key IRS updates: catch-up contribution limits rise to $8,000 for ages 50–59 and 64+. High earners ($150K+) must now use Roth accounts for catch-up contributions. RMD penalties slashed from 50% to 25%. Inherited IRA rules simplified for surviving spouses.
This Week's Personal Insight
Let's have a real talk for a minute. When we picture retirement, we usually imagine sunny beaches, endless golf games, and sleeping in on Tuesdays. We rarely picture the emotional rollercoaster that can sometimes accompany this massive life transition.
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