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Lifestyle
Lifestyle is the choices you make in forming the life you want. It is balancing leisure, emotion, finance and physical health in retirement.
Peter Newman, CFA®
Jun 27, 20244 min read
Sink or Swim: Support for Adult Children
Explore parents' philosophies on gifting money to adult children, from lifestyle support to major life events and family experiences.
Peter Newman, CFA®
Dec 15, 20223 min read
4 Questions to Ask Before Buying a Vacation Home
Have you ever dreamt of calling your favorite travel destination home? Before you purchase a vacation home, consider these 4 points.
Ron Egolf
Dec 8, 20228 min read
An Adventure Into RV Life
Guest author Ron Egolf is reaching for his retirement dream of touring all continental states with his recreational vehicle.
Layne Shottenkirk
Dec 1, 20225 min read
Pair These 12 Wines with Your Holiday
Guest author and Certified Sommelier Layne Shottenkirk shares 12 wines for any upcoming festivities and meals.
Peter Newman, CFA®
Nov 17, 20224 min read
Marie Kondo your Carry On for Stress Free Travel
Travel stress doesn’t spark joy. These 6 strategies will help you survive your next getaway with only carry-on luggage.
Peter Newman, CFA®
Nov 10, 20224 min read
Get Outdoors: Perks of National Parks
And what better place to take in nature than in one of over 400 national parks found within the United States?
Peter Newman, CFA®
Nov 3, 20224 min read
Expand Your Vacation Bucket List
If travel for you is less about escaping life and more about living, expand your vacation destination bucket list with these 4 travel ideas.
Peter Newman, CFA®
Sep 22, 20222 min read
2 Habits to Safeguard Your Digital Life
While technology is becoming more secure in response to threats, there are two habits you can adopt to safeguard your digital life.
Peter Newman, CFA®
Sep 1, 20224 min read
6 Questions to Visualize Your Retirement
Time is your most valuable asset.
Peter Newman, CFA®
Oct 7, 20214 min read
Avoid the 50% Tax Penalty on Your IRA Withdrawal
All too often, owners of traditional IRA plans make a costly mistake.
Peter Newman, CFA®
Jun 17, 20213 min read
Insuring Your Second Home
Your homeowners policy may allow for coverage of two properties under one policy, but there are unique risks with a second home.
Peter Newman, CFA®
May 27, 20215 min read
Don’t Lose Your Life Savings - Avoid Scams
When it comes to phishing, it is possible to lose everything with just one click. Protect yourself and your lifestyle.
Peter Newman, CFA®
May 13, 20214 min read
Keeping Happiness Alive
Our happiness is just as important as we age, as it was in our younger years. In fact, happiness is a key component to how long we may live.
Peter Newman, CFA®
May 6, 20214 min read
7 Ways to Stay Mentally Sharp During Retirement
Building and preserving brain connections is an ongoing process.
Peter Newman, CFA®
Feb 25, 20216 min read
5 Simple Rules for Eating Heart Healthy
There are 5 rules to eating a heart healthy diet: focus on fiber, reduce fats, limit sodium, manage portions, and cook at home more often.
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