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Category: Retirement

  • Retirement, Retirement Income, Taxes and Tax Planning

From Sunshine to Snowfall: Why New Hampshire Might Be the New Florida for Retirees

New Hampshire, affectionately known as the “Granite State,” has quietly pulled off a sun-soaked Florida-level tax miracle, minus the palm trees and humidity. While Floridians boast about their endless white sandy beaches, New Hampshire counters with its own shimmering white...
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  • Health & Wellness, Psychology, Retirement, Retirement Planning

The Psychology of Spending vs. Saving in Retirement 

After a lifetime of working, saving, and planning, retirement should be a time to enjoy the rewards of your efforts. Yet for many retirees, the transition from saving to spending can feel surprisingly stressful. Financial freedom does not automatically translate...
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  • Retirement, Retirement Planning

Working Part-Time After 65: The New Retirement Reality

For generations, retirement was thought of as a hard stop. You worked until 65, then stepped away completely. But today, that traditional model is shifting. More Americans are redefining retirement as a new phase of life, one that often includes...
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  • Medicare, Retirement, Retirement Planning

Medicare Basics 2025 – What Retirees Need to Know 

For many Americans, turning 65 marks the transition from employer-provided health insurance to Medicare. While Medicare is a vital benefit, it can also be complex, with distinct parts, coverage limits, and enrollment rules that can easily overwhelm retirees. Understanding the...
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Medicare Basics 2025 – What Retirees Need to Know
  • Retirement, Retirement Planning, Social Security

The Future of New Jersey Pensions: A Growing Crisis for Teachers, State Workers, and Retirees

New Jersey’s pension crisis is growing, putting teachers, state workers, and retirees at risk. With billions in shortfalls and an uncertain future, relying solely on pensions or Social Security isn’t enough. At Millstone Financial Group, we help you build a...
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The Future of New Jersey Pensions: A Growing Crisis for Teachers, State Workers, and Retirees
  • Government, Retirement

How the Big Beautiful Bill Impacts Retirement: What Pre-Retirees and Retirees Need to Know

Big changes are coming to retirement planning. In this new article, we break down what the Big Beautiful Bill means for taxes, RMDs, healthcare costs, estate planning, and more. If you’re nearing retirement—or already there—this is essential reading....
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How the Big Beautiful Bill Impacts Retirement
  • Government, Retirement, Retirement Income, Retirement Planning, Taxes and Tax Planning

Pension Maximization for Federal Employees and Military Personnel

Veterans deserve the retirement they’ve been dreaming about. Our guide explores the resources available to maximize benefits and help ensure a smooth and well-supported transition into retirement....
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Pension Maximization for Federal Employees and Military Personnel
  • Retirement, Retirement Income, Retirement Planning

Retirement Benefits for Veterans: Maximizing Support for Those Who Served

Veterans deserve the retirement they’ve been dreaming about. Our guide explores the resources available to maximize benefits and help ensure a smooth and well-supported transition into retirement....
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Retirement Benefits for Veterans: Maximizing Support for Those Who Served
  • Retirement, Retirement Planning, Stock Market

Navigating Market Volatility in Retirement

By Travis Dufner Retirement is a long-awaited milestone, but it’s often accompanied by a unique set of financial challenges. Perhaps none of these challenges is more difficult than effectively navigating the ever-shifting tides of market volatility. Yet even in the...

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Navigating Market Volatility in Retirement
  • Retirement, Retirement Planning

How Much Do I Really Need to Retire Comfortably?

By Travis Dufner Have you ever wondered how much money you really need to retire comfortably? Many experts suggest aiming to spend 55-80% of your pre-retirement income annually, but is that truly enough? The truth is, there’s no universal answer....

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How Much Do I Really Need to Retire Comfortably?
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