Blog and Education

Image of a sailboat sailing on a lake, with cloudy weather above.

Mark Starr | May 21, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance

Lifestyle

Retirement

Health

With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning

Older couple embracing on a boat overlooking a body of water

Mark Starr | Apr 22, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement

How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly

Watercolor style picture of 5 carrots sprouting from the ground.

Mark Starr | Apr 3, 2024

4 Financial Mistakes to Avoid this Spring

Savings

Retirement

Tax Planning

Insurance

Credit

Lifestyle

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your

An older man relaxing and laying down in an inner tube on relaxing water.

Mark Starr | Mar 19, 2024

Retirement nearing? Do these 5 things first.

Retirement

Family

Savings

Lifestyle

Tax Planning

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel

Icon of a red elephant looking at a blue donkey, placed on top of the American flag.

Mark Starr | Feb 9, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments

Finance

Lifestyle

Retirement

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a