The Hidden Tax Bill Behind Sport’s Biggest Moments.
Dan Langworthy, CIMA®, CPWA® Dan Langworthy, CIMA®, CPWA®

The Hidden Tax Bill Behind Sport’s Biggest Moments.

Big paydays make headlines. The tax mechanics behind them rarely do. Here’s what multi-state “travel taxes,” NIL income, Olympic bonuses, and deferred contracts reveal about real-world planning.

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How to Turn Your Retirement Savings into a Reliable Monthly Paycheck
Dan Langworthy, CIMA®, CPWA® Dan Langworthy, CIMA®, CPWA®

How to Turn Your Retirement Savings into a Reliable Monthly Paycheck

Transitioning from accumulation to decumulation is the most stressful part of retirement. Learn the math behind deferring Social Security, how to calculate your specific "Income Gap," and the withdrawal strategies needed to turn your savings into a reliable monthly paycheck.

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3 Retirement Tax Moves That May Result in Paying Less
Dan Langworthy, CIMA®, CPWA® Dan Langworthy, CIMA®, CPWA®

3 Retirement Tax Moves That May Result in Paying Less

Kamie and Dan break down three practical ways retirees can lower taxes: control where income shows up, use Roth money strategically to avoid bracket creep, and give smarter with DAFs and QCDs—plus what snowbirds should know about residency and state income taxes.

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Mediterranean Cruise Tips & Tricks: Rome + 9 Nights on Carnival Miracle
Noah Kuball Noah Kuball

Mediterranean Cruise Tips & Tricks: Rome + 9 Nights on Carnival Miracle

Thinking about a Mediterranean cruise in retirement? We’re sharing the real tips and tricks we learned on our fall 2025 honeymoon: flying into Rome, boarding the Carnival Miracle for nine nights, and visiting Kuşadası (Ephesus), Mykonos, Athens, Olympia, and Naples (Pompeii + a winery at the base of Vesuvius). This guide is built for travelers 55+—with advice on pacing, excursions, packing, hydration, and making the most of every port without feeling rushed.

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9 Retirement Mistakes We See Most (And How to Avoid Them)
Dan Langworthy, CIMA®, CPWA® Dan Langworthy, CIMA®, CPWA®

9 Retirement Mistakes We See Most (And How to Avoid Them)

Retirement is too important to “wing it.” Here are nine of the most common retirement mistakes we see—especially around Social Security, taxes, RMDs, and Medicare—and simple ways to avoid them so you can retire with more confidence.

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Retire & Thrive Travel Guide: Nashville
Luke Kroeplin, CFP® Luke Kroeplin, CFP®

Retire & Thrive Travel Guide: Nashville

A firsthand travel guide to Nashville with tips on where to stay, what to eat, top attractions, and the best ways to make the most of your trip.

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What Does It Mean to Invest in Cash?
Luke Kroeplin, CFP® Luke Kroeplin, CFP®

What Does It Mean to Invest in Cash?

Learn how cash and cash equivalents fit into a smart retirement strategy, including their benefits, risks, and role in your financial plan.

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What Is a Donor-Advised Fund (DAF)?
Luke Kroeplin, CFP® Luke Kroeplin, CFP®

What Is a Donor-Advised Fund (DAF)?

A donor-advised fund (DAF) lets you give more strategically—with tax benefits, investment growth, and simplified giving to the causes that matter most.

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Retirement Isn't the End — It's the Beginning of Your Second Act
Dan Langworthy, CIMA®, CPWA® Dan Langworthy, CIMA®, CPWA®

Retirement Isn't the End — It's the Beginning of Your Second Act

Retirement isn’t the end of the story—it’s the start of your second act. From lazy mornings and golf rounds to new passions and meaningful connections, discover how today’s retirees are redefining what “retirement” really means.

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