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Why Balance Training Is Essential for Staying Active as You Age

Guest blog by Justin Slimm, Owner/Operator of Simm Fitness When it comes to fitness, balance training might not be the first thing on your list, but it’s incredibly valuable—especially for those wanting to stay active as they get older. Good balance supports strength, coordination, and control, which means you’re better equipped for anything from cycling…
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Anxiety as you age: What you need to know

Guest blog by: Inaya Karmali When you think about aging, what kinds of things are you worried about? Outliving your money in retirement? Finding meaningful ways to spend your time? Having an unexpected health issue? It’s natural to experience some anxiety as you age, but when does worry turn into a mental health issue? Anxiety…
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The Power of Strength Training for an Active Retirement

Guest blog by Justin Slimm, Owner/Operator of Simm Fitness Strength training isn't just for bodybuilders or gym enthusiasts—it's one of the most beneficial types of exercise for anyone entering their retirement years. Whether you're looking to stay active, continue hobbies, or simply feel your best, strength training can play a crucial role in maintaining energy,…
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Investing in Your Fitness

Guest Blog by Justin Slimm, Owner/Operator of Simm Fitness When considering any fitness-related investment, it's crucial to prioritize safety, enjoyment, and measurable progress. These three guiding questions—Is it safe? Is it fun? Is it showing signs of progress as measured by you?—can help steer you toward a sustainable and effective routine. 1. Is It Safe?…
Health, Lifestyle •

The secret to staying injury-free as you age

Think way back to grade-school gym class. Remember the line sprints, the side shuffles, the hurdles? Depending on your younger self’s level of athleticism, you may have thought these drills were designed to torture you. But they were actually designed to develop your agility. Agility is the ability to start, stop, or change direction without…
Growth, Health, Income, Legacy •

Setting yourself up for success in 2024

A new year is a great time to reflect and set goals for the year ahead. If one of your resolutions is to retire in 2024, congratulations! In our experience as portfolio managers, there are four main areas that people who are approaching or living in retirement are concerned about: growth, income, healthcare, and legacy.…
Growth, Health, Income, Legacy, Lifestyle, Taxes •

Myths vs. Realities

It has been a wild two years. Post-pandemic uncertainty. Volatile markets. Geopolitical risk. It’s no wonder people are experiencing fear. However, when you make investment decisions based on emotions rather than on strategy, it can cause your retirement plans to go off the rails. The best way to fight fear is with facts. We want…

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ARE YOU TRULY PREPARED FOR RETIREMENT?

Retirement is supposed to be your reward after years of hard work, but without the right plan, it can quickly become stressful. As you approach retirement, uncertainty can weigh heavily:

  • Do I have enough saved to retire comfortably and sustain my lifestyle?
  • How will rising inflation and unpredictable markets affect my income?
  • What’s the plan if my health deteriorates or my care needs change?
  • Will I be able to pass on my wealth to my family without unnecessary tax burdens?
  • Am I prepared for the unexpected, like market crashes or medical emergencies?

At Dave and Faisal’s seminar, you’ll discover strategies to ensure you’re financially secure, no matter what life throws your way. From optimizing your investments and reducing taxes to safeguarding your legacy and health, this free seminar is designed to tackle the biggest concerns of those within 10 years of retirement or already retired.

Ensure your retirement is everything you’ve dreamed of, sign up for this exclusive event today!

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