Education Hub
💡 Start 2026 Strong: 4 Smart Financial Moves for Retirees
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...
Your 2025 Year-End Retirement Planning Checklist
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...
Planning for the Realities of Retirement: Inflation, Healthcare, Taxes, and Market Risk
Retirement is often viewed as a finish line—the reward after years of work and saving. But the reality is that retirement isn’t a static destination. It’s a phase of life that comes with its own set of financial challenges that can evolve over time. At Swan...
Big 2025 Tax and Retirement Changes: What the “One Big Beautiful Bill” Means for You
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...
Do You Know Your Retirement Number?
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...
Retirement Planning for Self-Employed Professionals in Ventura
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...
Financial Planning for Young Professionals in Ventura
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...
What Will Your Retirement Look Like? A 4-Step Guide to Creating Your Ideal Future
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...
Organize Your Finances Today for a Confident Retirement Tomorrow
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...
Building Your Best Retirement: A Four-Part Guide to Financial Wellness
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...