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The year 2026 replacing 2025 by BoliviaInteligente courtesy of Unsplash.

Goodbye 2025 - Hello 2026!

Jan 7, 2026
Categories
WSJ
News
Podcast
Finance
Business
2025
2026
https://www.wsj.com/podcasts/the-journal/goodbye-2025-hello-2026/63D2CED6-5E70-4DAB-8B54-CB5CC3208C8C
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clear framed eyeglasses on top of pile of books by Kari Shea courtesy of Unsplash.

5 Books for 2025

Dec 2, 2025
Categories
Finance
finance books
Retirement
happiness
more than money
Retirement Planning
https://www.wsj.com/personal-finance/retirement/retirement-books-finances-9a4d79d8?st=epEpHd&reflink=desktopwebshare...
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five children smiling while doing peace hand sign by Larm Rmah courtesy of Unsplash.

Volunteer Work In Retirement?

Nov 5, 2025
Categories
Retirement
Retirement Planning
Volunteer
Volunteer Work
Charity
Charities
Non Profit
https://www.wsj.com/personal-finance/retirement/retirement-volunteer-work-search-51885118?st=LzMfgP&reflink...
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brown hut near body of water by Mohd Elle courtesy of Unsplash.

Retirement Relocation...

Sep 30, 2025
Categories
Retirement
Retirement Planning
Relocation
Education
Change
https://www.barrons.com/articles/moving-in-retirement-tips-4ed8e863?st=CLWTS5&reflink=desktopwebshare_permalink
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two person walking towards mountain covered with snow by Toomas Tartes courtesy of Unsplash.

Healthy, Wealthy & ACTIVE!

Sep 5, 2025
Categories
Retirement
Retirement Planning
Health
exercise
Life
https://www.aarp.org/travel/destinations/hiking-trails-for-older-adults/
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closeup photo of 100 US dollar banknotes by Pepi Stojanovski courtesy of Unsplash.

3 + 3 When to Claim Social Security?

Aug 8, 2025
Categories
SocialSecurity
Retirement
Retirement Planning
Life
Lifestyle
lifeisgood
https://www.linkedin.com/feed/?linkOrigin=LI_BADGE&shareActive=true&shareUrl=https%3A%2F%2Fwww.aarp.org%2Fsocial...
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a woman laying on a beach chair reading a book by Kostiantyn Li courtesy of Unsplash.

Summer Reading 2025

Jul 7, 2025
Categories
Reading
Leisure
Vacation
Beach
Summer
Holiday
Books
Retirement
Life Is Good
https://www.wsj.com/arts-culture/books/summer-books-to-get-lost-in-85aae6ad?st=qMRh5s&reflink=desktopwebshare_permalink
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man and woman sitting in front of RV trailer by Blake Wisz courtesy of Unsplash.

Is an RV in Your Retirement Plans?

Jun 2, 2025
Categories
Retirement
Recreational Vehicle
RV
Travel
Camping
Retirement Planning
Life Is Good
https://www.wsj.com/lifestyle/travel/retirement-rv-investment-7d2db13c?st=WqAtFi&reflink=desktopwebshare_permalink
Read More
person holding light bulb by Diego PH courtesy of Unsplash.

The Retirement Decision...

May 2, 2025
Categories
Retirement
Retirement Planning
Financial Planning
lifeisgood
https://www.wsj.com/video/series/your-money-briefing/why-people-cant-figure-out-when-its-time-to-retire/F9A4900E-3063...
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The Power of the Roth IRA

Apr 3, 2025
Categories
#RothIRA #Retirement #RetirementPlanning #TaxFree #NoRMDRequirement
https://www.wsj.com/personal-finance/retirement/roth-ira-retirement-account-young-workers-fcc63f8c?st=DA8NPV&reflink...
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person holding clear glass glass by Drew Beamer courtesy of Unsplash.

Planning for the Future

Mar 11, 2025
Categories
Future
Retirement
Retirement Planning
Financial Planning
Money
Finance
Sooner than you Think
Don't Delay
Begin with the End In Mind
https://www.wsj.com/personal-finance/retirement/retirement-savings-boost-future-self-65b822fd?st=X4wwJx&reflink...
Read More
depth of field photography of man playing chess by JESHOOTS.COM courtesy of Unsplash.

Financial Wisdom of Americans Over 80

Feb 5, 2025
Categories
Retirement
Retirement Planning
Wisdom
Age
Financial Planning
Life
Wisdom & Regrets
Read More

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Important COVID-19 NY EXECUTIVE ORDER

Securities offered through Cetera Financial Specialists LLC (doing insurance in CA as CFGFS Insurance Agency), member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisors.  Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com

 

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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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    • Team
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