As retirement approaches, many individuals focus heavily on savings and income—but often overlook an important factor that can significantly influence long-term financial confidence: debt. Whether it’s a remaining mortgage, credit cards, auto loans, or medical...
Retirement planning isn’t a one-time event—it’s an ongoing process. Even if you’ve been saving diligently for years, changes in markets, taxes, healthcare costs, and personal goals can all affect whether you’re truly on track for retirement. At Swan Retirement...
A new year always brings change — and 2026 is no exception. From Required Minimum Distribution updates to new tax rules, higher contribution limits, and ongoing inflation concerns, retirees and pre-retirees have several important planning opportunities to consider....
A new year is a natural checkpoint—especially in retirement. It’s a chance to step back, pressure-test what’s working, and make small adjustments before small issues turn into big ones. The decisions you make now can shape your financial confidence in the months...
Four simple check-ins to help you finish the year confident and prepared As 2025 winds down and the holidays start blending together like one long charcuterie board, this is the perfect time to hit pause and take a quick look at your retirement strategy. Nothing...
