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    • Seniors Center Memorandum on Social Security
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Tag: retirement planning

pexels

The Financial Importance of the Year Before Retirement

August 13, 2026August 13, 2026 josh stanleyFeatured Post, Social Security 101

Some people view retirement planning as strictly a long-term game. While it is wise to start this process decades in…

financial planning, retirement planning, social security benefits
pexels

Is an ESOP Part of Your Retirement Plan?

August 11, 2026August 11, 2026 josh stanleyFeatured Post, Updates

Employee Stock Ownership Plans (ESOPs) are a highly popular tool for retirement planning. Many people use these to supplement their…

financial planning, retirement planning, senior finance
pexels

Downsize in Retirement, Live it Up, or Both?

August 6, 2026August 6, 2026 josh stanley#KeepOurTrust, Featured Post, Retired travel, Senior lifestyle, Updates

What does your ideal retirement look like? Is it a time of downsizing and simplifying life? A chance to live…

retirement goals, retirement life, retirement planning
pexels

Financial Wellness: The Key to Reaching Your Bucket List Goals

July 19, 2026July 19, 2026 josh stanley#KeepOurTrust, Featured Post, Updates

Financial wellness may not be a typical bucket list item for future retirees. However, it’s the source that fills the…

retirement planning, senior finance, social security
pexels

Finding the Right Investment Strategy for Your Age Group

July 15, 2026July 15, 2026 josh stanleyFeatured Post, Updates

Investing wisely requires aligning your investment strategy with your age. This great article on Investopedia provides valuable insights into how…

financial planning, retirement investing, retirement planning

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