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Maintain a Healthy Brain for Long-Lasting Life Maximization Thumbnail

Maintain a Healthy Brain for Long-Lasting Life Maximization

Living the best life possible in retirement (or pre-retirement) requires maintaining a healthy brain. Moderate cardio and weight training along with continual learning and the right diet can help maintain a healthy brain. Reducing stress through a variety of means, including exercising, journaling, and demonstrating smart sleeping habits should also help you maximize a return on life by keeping your mind sharp.

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What's the Tax Impact to You From the One Big Beautiful Bill Act? Thumbnail

What's the Tax Impact to You From the One Big Beautiful Bill Act?

The One Big Beautiful Bill Act (OBBBA) makes many favorable tax provisions from the Tax Cuts and Jobs Act permanent, including lower tax rates, higher standard deductions, and expanded credits. It introduces key changes like increased SALT deduction caps, enhanced child and dependent care credits, and new deductions for car loan interest and seniors. Understanding these updates is essential for effective multi-year tax planning to optimize your financial decisions under the new law.

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What is Your Number for Retirement? (Ep4) Thumbnail

What is Your Number for Retirement? (Ep4)

Figuring out whether you can retire requires understanding “how much is enough” for a portfolio size at retirement. In other words, “what is your number” for Day One at retirement. We explore the basic variables, calculation, and sensitivity analysis around this important question in retirement planning. Accompanies Episode 4 of The Retirement Oasis Podcast.

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Designing an Ideal Retirement Part 1 (Ep2) Thumbnail

Designing an Ideal Retirement Part 1 (Ep2)

Your retirement years can perhaps be the most meaningful period of your life. Designing an ideal retirement consists of striking the right balance of play/leisure, connections, renewal, and work. Non-financial issues are just as important -- if not more -- than the financial issues. How will you plan for the non-financial issues in retirement?

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