Inflation is a constant presence in the economy, but its impact becomes far more noticeable during retirement. As prices rise over time, the purchasing power of your income can decline—making it more difficult to maintain the lifestyle you worked so hard to build. At...
Retirement is more than an end to your career—it’s the beginning of a new financial rhythm. To help you navigate this new chapter, we’re spotlighting four key areas that every retiree or pre-retiree should revisit in early 2026: income, spending, healthcare, and...
As America celebrates its 250th anniversary, it’s an opportunity to reflect not only on our nation’s history, but also on how retirement has evolved over the past two and a half centuries. In 1776, retirement as we know it simply didn’t exist. Life...
After months of debate, Congress passed H.R. 1 in July—officially known as the “One Big Beautiful Bill.” This sweeping legislation makes major updates to taxes, Medicare and Medicaid, Social Security, and estate planning. Whether you’re still working, retired, or...
A 4-Part Plan for Building Confidence Before You Retire By Swan Retirement Planning Retirement planning isn’t just about reaching a finish line—it’s about knowing how to cross it with confidence and clarity. One of the most powerful steps you can take...
Being self-employed in Ventura makes planning for retirement tough. This is because you don’t have access to employer-sponsored retirement plans. At Swan Retirement Planning, we get it. We offer custom plans to help you reach your financial goals. Our team is...
