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What's Happening

Upcoming Events

Market Outlook Webinar
May 15, 2025

Market Outlook Webinar

Join our investment team for a discussion on current market conditions and future outlook.

Retirement Planning Workshop
May 22, 2025

Retirement Planning Workshop

A hands-on workshop to help you refine your retirement plan and investment strategy.

Healthcare in Retirement Panel
June 5, 2025

Healthcare in Retirement Panel

Expert panel discussing healthcare costs and planning strategies for retirees.

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Popular Discussions

Medicare supplement plans - which one do you recommend?

DaBy David Chen
32

I'm turning 65 next month and trying to navigate Medicare supplement options. What plans have worked well for you?

Favorite European destinations for seniors?

MiBy Michael Rodriguez
27

Planning a trip to Europe next spring. Looking for recommendations on senior-friendly destinations with good accessibility.

How are you handling market volatility?

RoBy Robert Johnson
24

With the recent market fluctuations, I'm curious how others are adjusting their portfolios. Are you making changes or staying the course?

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Featured Member Stories

How I Reinvented My Retirement After a Career Change

How I Reinvented My Retirement After a Career Change

After 30 years in healthcare, I made a bold decision to change direction. Here's how I adjusted my retirement strategy.

My Journey to Financial Confidence in Retirement

My Journey to Financial Confidence in Retirement

From uncertainty to clarity: How I developed a retirement plan that gives me peace of mind and financial security.

Downsizing: Lessons Learned From Our Move

Downsizing: Lessons Learned From Our Move

When we decided to downsize after 40 years in the same home, we learned some valuable lessons along the way.

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Community Spotlight

West Coast Investors
Geographic
1245

West Coast Investors

Connect with fellow investors from California, Oregon, and Washington.

Healthcare Professionals
Professional
876

Healthcare Professionals

A community for medical professionals to discuss retirement planning.

New Retirees
Life Stage
1532

New Retirees

Recently retired? Join us to navigate this exciting new chapter.

Latest Insights

Market Volatility: Staying Focused on Long-Term Goals

Market Volatility: Staying Focused on Long-Term Goals

How to maintain perspective during market fluctuations and keep your retirement strategy on track.

Retirement Income Strategies for a Low-Yield Environment

Retirement Income Strategies for a Low-Yield Environment

Approaches to generating sustainable income when interest rates remain below historical averages.

Healthcare Planning: Beyond Medicare

Healthcare Planning: Beyond Medicare

Comprehensive strategies for managing healthcare costs and planning for long-term care needs.

Estate Planning Essentials for Every Retiree

Estate Planning Essentials for Every Retiree

Key documents and considerations to ensure your legacy wishes are fulfilled and your loved ones are protected.