New Year’s Resolutions for Retirement: Why Financial Planning Matters

New Year’s Resolutions for Retirement: Why Financial Planning Matters

New Year’s Resolutions for Retirement: Why Financial Planning MattersThe AFI Group
Published on: 09/01/2025

Kick off the new year with confidence! Discover how to turn vague financial resolutions into actionable retirement goals that stick. Whether you're in the retirement red zone or already retired, a holistic financial plan is key to long-term success.

Financial goalsRetirement RescueInvestingPersonal financeFinancial planning
Planning Your 8,000 Days of Retirement - A Guide to the Four Phases

Planning Your 8,000 Days of Retirement - A Guide to the Four Phases

Planning Your 8,000 Days of Retirement - A Guide to the Four PhasesThe AFI Group
Published on: 20/11/2024

Retirement is a journey of 8,000 days! Discover the four unique phases—Honeymoon, Big Decision, Navigating Longevity, and Solo Journey—and learn how proactive planning can make every step financially secure and personally fulfilling.

Retirement planningRetirement phases8,000 days of retirementHoneymoon phaseBig decision phaseNavigating longevitySolo journey phaseFinancial planningRetirement budgetingEstate planningLong-term careHealthcare costsSocial connectionsRetirement savingsProactive planningFinancial securityRetirement lifestyleRetirement challengesRetirement roadmapRetirement fulfillment
The Hidden Risk in Retirement: Why You Need to Plan for Long-Term Care

The Hidden Risk in Retirement: Why You Need to Plan for Long-Term Care

The Hidden Risk in Retirement: Why You Need to Plan for Long-Term CareThe AFI Group
Published on: 09/10/2024

Long-term care is an often-overlooked risk in retirement, but it can quickly derail your plans. Learn why preparing for long-term care costs is essential for protecting your assets, your spouse’s well-being, and your future financial security.

Long-term careRetirement planningCaregivingMedicaidLong-term care insuranceNursing home costsRetirement savingsMedicaid lookback periodAsset protectionSpousal protectionCaregiver burnoutFinancial planningMedicaid planningHealthcare costs
Best Tips for Long-Term Financial Security

Best Tips for Long-Term Financial Security

Best Tips for Long-Term Financial SecurityThe AFI Group
Published on: 12/06/2024

Discover essential steps for a fulfilling and financially secure retirement. Learn how to maximize social security, protect against inflation, secure guaranteed income, and plan for long-term care, ensuring your wealth serves you and your family for generations.

financial tipsfinancial advisorsretirementretirement planningfinancefinancial securityfinancial freedomThe AFI GroupEdward SchuhRob SousaFinancial planninglegacy planningEstate planningTaxeslower taxesretire earlyamerican