Feb
08
People who plan to snowbird or split their time between two places in retirement have a lot to consider—finances, taxes, community, lifestyle, housing; the list goes on and on. Once you determine the “major” stuff like where you want to live, how you’ll use your values to create routines and…
Feb
01
Mid-January some retirees think, "That's it, I'm done with the cold." Let’s face it—winter is often better in theory than in practice, especially as we age. From increased fall risk to aching joints to social isolation, winter can be a challenging season for many retirees. That’s why so many people…
Jan
15
Senior living isn’t a one-size-fits-all experience. Your needs, preferences, and passions are unique; not every community will fit the bill. Frequently, people exclusively associate nursing homes with senior living. But the reality is that only 3% of senior citizens live in nursing homes. Retirees can choose from over 5,000 continuing…
Jan
01
Whether it’s a day hiking at the parks or whale watching on the ocean, Edmonds is the perfect destination for retirees to live out their golden years. Let’s delve into the many activities available for retirees in Edmonds and how to find the right community for you. Explore The Local…
Dec
10
We have some exciting news! At the end of 2022, our Vice President Aaron Terwedo is earning the Chartered Financial Consultant® (ChFC®) designation. Aaron is already an extremely knowledgeable and experienced financial advisor, so you might be curious about what this designation means for him and the services we provide…
Dec
01
We all have “bad” financial habits we’d like to break. And this time of year brings one of these practices even further into the glimmering holiday light: spending. It’s easy for retirees to spend through their nest eggs too quickly, leaving them vulnerable later in life. Recent retirees tend to…
Nov
11
Storytelling is the heartbeat of human connection. It allows us to convey messages and emotions in creative, memorable, and lasting ways. We love a good story around here, and there’s nothing quite like one this time of year. As days wane into longer twilights and a chill coats the air,…
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