Education Hub

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 before you stop...

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 here to...

Managing your finances well is key for young professionals in Ventura. At Swan Retirement, we get the challenges you face. We're here to offer expert advice. Effective financial planning helps you make smart choices for your future. Our team is ready to guide you...

Retirement is more than the end of a career—it’s the start of a new chapter. Whether you're five years away or already considering your final working days, thoughtful planning now can help you craft a future that reflects your values, passions, and lifestyle. This...

When it comes to planning for retirement, one of the most powerful steps you can take is keeping your finances organized. Whether you're dreaming of traveling the world, pursuing hobbies, or simply enjoying peace of mind in your golden years, having a clear financial...

As spring brings renewal and growth, it's the perfect time to think about your financial future—especially if you're approaching or planning for retirement. Over the past month, we’ve been highlighting key areas that can dramatically impact your financial confidence...

Inflation is an unavoidable reality that impacts everyone, but for retirees and those planning for retirement, its effects can be particularly significant. As prices gradually rise over time, the purchasing power of your savings may shrink, potentially requiring...

As the new year begins, it’s the perfect time to reset, refocus, and recommit to your financial health. We make resolutions to improve our physical and mental well-being. Why not do the same for our finances? Whether you're planning for retirement, building a safety...