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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Commodities Explained: Beyond the Glitter of Gold
Luke Kroeplin, CFP® Luke Kroeplin, CFP®

Commodities Explained: Beyond the Glitter of Gold

Commodities—from oil to gold—have long fascinated investors. This guide explains what they are, how they work, and why their long-term returns are more complex than headlines suggest. Clear, fact-checked insights from Fortress Financial Group.

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Is Scottsdale The Best Place To Retire? (2025 Guide)
Dan Langworthy, CIMA®, CPWA® Dan Langworthy, CIMA®, CPWA®

Is Scottsdale The Best Place To Retire? (2025 Guide)

Scottsdale offers sunny winters, world-class healthcare, and an active lifestyle that make it a top retirement destination. But is it right for you? Explore the pros, cons, and smart strategies before making the move.

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Annuities: Things to Know Before You Buy
Cody Schaefer, CFP® Cody Schaefer, CFP®

Annuities: Things to Know Before You Buy

Annuities can offer income and stability—but details matter. Learn how commissions, surrender periods, fees, taxes, and simpler alternatives stack up so you can choose with confidence.

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When Should I Take Social Security? (2025 Guide)
Cody Schaefer, CFP® Cody Schaefer, CFP®

When Should I Take Social Security? (2025 Guide)

Deciding when to take Social Security is one of the biggest retirement choices. Explore the pros and cons of early vs. delayed claiming, break-even ages, health and financial considerations, and how to build a strategy that fits your life.

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Money Mindfulness In Retirement
Dan Langworthy, CIMA®, CPWA® Dan Langworthy, CIMA®, CPWA®

Money Mindfulness In Retirement

Money mindfulness helps you make intentional financial decisions for a stress-free retirement. Learn how to align spending with your values and create a sustainable financial future with expert insights from Fortress Financial Group

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Why Your Credit Score Matters in Retirement
Luke Kroeplin, CFP® Luke Kroeplin, CFP®

Why Your Credit Score Matters in Retirement

Your credit score impacts mortgage rates, insurance costs, and financial flexibility in retirement. Learn how to improve and maintain a strong credit score for a secure financial future with expert insights from Fortress Financial Group.

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Financial Planning for Couples
Dan Langworthy, CIMA®, CPWA® Dan Langworthy, CIMA®, CPWA®

Financial Planning for Couples

Financial planning as a couple is key to long-term security. Learn how to align financial goals, budget wisely, invest strategically, and plan for retirement together. Discover expert tips from Fortress Financial Group to build a strong financial future. Read more!

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