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BLOG, ARTICLES, & RESOURCES
Explore insightful articles, expert analysis, and timely updates on the latest trends and best practices in regards to retirement, social security planning, taxation, and risk management. Discover actionable steps and thought-provoking perspectives from The AFI Group's seasoned professionals and industry experts to help you maximize your family legacy.
Taxes in Retirement
Ways to Stay Active In Retirement
Once retired, many once-active people fall prey to the lure of the couch. With newfound time on their hands and a new life stage before them, finding ways to occupy themselves can be challenging. Yet, making a point to stay active and engaged is important for retirees. In fact, retirement can increase people’s chance of developing chronic depression by about 40% and physical illness by about 60%. By stimulating your brain and moving your body, you can help overcome those statistics and enjoy a fruitful retirement.1
Here are some ways you can stay active in retirement and reasons the activities can help:
• Exercise regularly
Ongoing exercise is highly important as you age. In fact, research reveals that regular exercise—especially interval training—can help people reverse some of the aging effects that happen in our bodies’ mitochondria.2 And other research has found that moderate exercise as people age could potentially help increase the brain’s metabolism in areas related to learning and memory, which could reduce the chance of Alzheimer’s disease.3 To help retirees stay fit, the National Institute on Aging encourages people to focus on various exercises that promote endurance, strength, balance, and flexibility.4 You can access their toolkit and more information on the importance of exercise on the NIA’s website.
• Volunteer in your community
For retirees who enjoy giving back, volunteering can be a great social outlet that also connects them to their community. And volunteering may do more than provide you with regular activity. According to a study by Senior Corps—a federal program that connects people 55 and older to volunteering opportunities—those that volunteer see significant improvements in their health. After just one year of service, 46% of active volunteers experienced better health and well-being and 63% reported that their feeling of isolation decreased.5
If you’re retired with extra time on your hands, consider engaging with local community centers, nonprofits, or other organizations. You may find that you have more energy and feel happier—all important elements of enjoying life in retirement.
• Start a small business
A trend is emerging among people who are 50 and older: They are starting businesses at higher rates than any other generation. As a result, they’re some of the most active entrepreneurs in the country. But most Baby Boomer business owners aren’t trying to replace corporate incomes or grow large companies. Instead, 80% of these small businesses are lifestyle driven and exist to help support retirement income and keep retirees engaged.6 Further, working longer isn’t just a way to fill your free time and have more income; it can also have helpful health benefits.
According to one study, people who continued to work past age 65 saw their chances of dying from any cause drop by 11%.7
Whether you want to work part- or full-time, have a lifestyle business or grow a franchise, choose the business vision that works best for you. Retirement is an opportunity to pursue lifelong dreams and enjoy new experiences in the ways that matter to you.
Overall, your unique financial goals and activity interests will help determine how to best spend your retirement. If you’d like to explore ways to stay active, we’re happy to help.
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by (company name). They do not refer in any way securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.
Social Security
Ways to Stay Active In Retirement
Once retired, many once-active people fall prey to the lure of the couch. With newfound time on their hands and a new life stage before them, finding ways to occupy themselves can be challenging. Yet, making a point to stay active and engaged is important for retirees. In fact, retirement can increase people’s chance of developing chronic depression by about 40% and physical illness by about 60%. By stimulating your brain and moving your body, you can help overcome those statistics and enjoy a fruitful retirement.1
Here are some ways you can stay active in retirement and reasons the activities can help:
• Exercise regularly
Ongoing exercise is highly important as you age. In fact, research reveals that regular exercise—especially interval training—can help people reverse some of the aging effects that happen in our bodies’ mitochondria.2 And other research has found that moderate exercise as people age could potentially help increase the brain’s metabolism in areas related to learning and memory, which could reduce the chance of Alzheimer’s disease.3 To help retirees stay fit, the National Institute on Aging encourages people to focus on various exercises that promote endurance, strength, balance, and flexibility.4 You can access their toolkit and more information on the importance of exercise on the NIA’s website.
• Volunteer in your community
For retirees who enjoy giving back, volunteering can be a great social outlet that also connects them to their community. And volunteering may do more than provide you with regular activity. According to a study by Senior Corps—a federal program that connects people 55 and older to volunteering opportunities—those that volunteer see significant improvements in their health. After just one year of service, 46% of active volunteers experienced better health and well-being and 63% reported that their feeling of isolation decreased.5
If you’re retired with extra time on your hands, consider engaging with local community centers, nonprofits, or other organizations. You may find that you have more energy and feel happier—all important elements of enjoying life in retirement.
• Start a small business
A trend is emerging among people who are 50 and older: They are starting businesses at higher rates than any other generation. As a result, they’re some of the most active entrepreneurs in the country. But most Baby Boomer business owners aren’t trying to replace corporate incomes or grow large companies. Instead, 80% of these small businesses are lifestyle driven and exist to help support retirement income and keep retirees engaged.6 Further, working longer isn’t just a way to fill your free time and have more income; it can also have helpful health benefits.
According to one study, people who continued to work past age 65 saw their chances of dying from any cause drop by 11%.7
Whether you want to work part- or full-time, have a lifestyle business or grow a franchise, choose the business vision that works best for you. Retirement is an opportunity to pursue lifelong dreams and enjoy new experiences in the ways that matter to you.
Overall, your unique financial goals and activity interests will help determine how to best spend your retirement. If you’d like to explore ways to stay active, we’re happy to help.
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by (company name). They do not refer in any way securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.
Estate Planning
Ways to Stay Active In Retirement
Once retired, many once-active people fall prey to the lure of the couch. With newfound time on their hands and a new life stage before them, finding ways to occupy themselves can be challenging. Yet, making a point to stay active and engaged is important for retirees. In fact, retirement can increase people’s chance of developing chronic depression by about 40% and physical illness by about 60%. By stimulating your brain and moving your body, you can help overcome those statistics and enjoy a fruitful retirement.1
Here are some ways you can stay active in retirement and reasons the activities can help:
• Exercise regularly
Ongoing exercise is highly important as you age. In fact, research reveals that regular exercise—especially interval training—can help people reverse some of the aging effects that happen in our bodies’ mitochondria.2 And other research has found that moderate exercise as people age could potentially help increase the brain’s metabolism in areas related to learning and memory, which could reduce the chance of Alzheimer’s disease.3 To help retirees stay fit, the National Institute on Aging encourages people to focus on various exercises that promote endurance, strength, balance, and flexibility.4 You can access their toolkit and more information on the importance of exercise on the NIA’s website.
• Volunteer in your community
For retirees who enjoy giving back, volunteering can be a great social outlet that also connects them to their community. And volunteering may do more than provide you with regular activity. According to a study by Senior Corps—a federal program that connects people 55 and older to volunteering opportunities—those that volunteer see significant improvements in their health. After just one year of service, 46% of active volunteers experienced better health and well-being and 63% reported that their feeling of isolation decreased.5
If you’re retired with extra time on your hands, consider engaging with local community centers, nonprofits, or other organizations. You may find that you have more energy and feel happier—all important elements of enjoying life in retirement.
• Start a small business
A trend is emerging among people who are 50 and older: They are starting businesses at higher rates than any other generation. As a result, they’re some of the most active entrepreneurs in the country. But most Baby Boomer business owners aren’t trying to replace corporate incomes or grow large companies. Instead, 80% of these small businesses are lifestyle driven and exist to help support retirement income and keep retirees engaged.6 Further, working longer isn’t just a way to fill your free time and have more income; it can also have helpful health benefits.
According to one study, people who continued to work past age 65 saw their chances of dying from any cause drop by 11%.7
Whether you want to work part- or full-time, have a lifestyle business or grow a franchise, choose the business vision that works best for you. Retirement is an opportunity to pursue lifelong dreams and enjoy new experiences in the ways that matter to you.
Overall, your unique financial goals and activity interests will help determine how to best spend your retirement. If you’d like to explore ways to stay active, we’re happy to help.
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by (company name). They do not refer in any way securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.
Investment Strategies
Ways to Stay Active In Retirement
Once retired, many once-active people fall prey to the lure of the couch. With newfound time on their hands and a new life stage before them, finding ways to occupy themselves can be challenging. Yet, making a point to stay active and engaged is important for retirees. In fact, retirement can increase people’s chance of developing chronic depression by about 40% and physical illness by about 60%. By stimulating your brain and moving your body, you can help overcome those statistics and enjoy a fruitful retirement.1
Here are some ways you can stay active in retirement and reasons the activities can help:
• Exercise regularly
Ongoing exercise is highly important as you age. In fact, research reveals that regular exercise—especially interval training—can help people reverse some of the aging effects that happen in our bodies’ mitochondria.2 And other research has found that moderate exercise as people age could potentially help increase the brain’s metabolism in areas related to learning and memory, which could reduce the chance of Alzheimer’s disease.3 To help retirees stay fit, the National Institute on Aging encourages people to focus on various exercises that promote endurance, strength, balance, and flexibility.4 You can access their toolkit and more information on the importance of exercise on the NIA’s website.
• Volunteer in your community
For retirees who enjoy giving back, volunteering can be a great social outlet that also connects them to their community. And volunteering may do more than provide you with regular activity. According to a study by Senior Corps—a federal program that connects people 55 and older to volunteering opportunities—those that volunteer see significant improvements in their health. After just one year of service, 46% of active volunteers experienced better health and well-being and 63% reported that their feeling of isolation decreased.5
If you’re retired with extra time on your hands, consider engaging with local community centers, nonprofits, or other organizations. You may find that you have more energy and feel happier—all important elements of enjoying life in retirement.
• Start a small business
A trend is emerging among people who are 50 and older: They are starting businesses at higher rates than any other generation. As a result, they’re some of the most active entrepreneurs in the country. But most Baby Boomer business owners aren’t trying to replace corporate incomes or grow large companies. Instead, 80% of these small businesses are lifestyle driven and exist to help support retirement income and keep retirees engaged.6 Further, working longer isn’t just a way to fill your free time and have more income; it can also have helpful health benefits.
According to one study, people who continued to work past age 65 saw their chances of dying from any cause drop by 11%.7
Whether you want to work part- or full-time, have a lifestyle business or grow a franchise, choose the business vision that works best for you. Retirement is an opportunity to pursue lifelong dreams and enjoy new experiences in the ways that matter to you.
Overall, your unique financial goals and activity interests will help determine how to best spend your retirement. If you’d like to explore ways to stay active, we’re happy to help.
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by (company name). They do not refer in any way securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.
Business Owners
Ways to Stay Active In Retirement
Once retired, many once-active people fall prey to the lure of the couch. With newfound time on their hands and a new life stage before them, finding ways to occupy themselves can be challenging. Yet, making a point to stay active and engaged is important for retirees. In fact, retirement can increase people’s chance of developing chronic depression by about 40% and physical illness by about 60%. By stimulating your brain and moving your body, you can help overcome those statistics and enjoy a fruitful retirement.1
Here are some ways you can stay active in retirement and reasons the activities can help:
• Exercise regularly
Ongoing exercise is highly important as you age. In fact, research reveals that regular exercise—especially interval training—can help people reverse some of the aging effects that happen in our bodies’ mitochondria.2 And other research has found that moderate exercise as people age could potentially help increase the brain’s metabolism in areas related to learning and memory, which could reduce the chance of Alzheimer’s disease.3 To help retirees stay fit, the National Institute on Aging encourages people to focus on various exercises that promote endurance, strength, balance, and flexibility.4 You can access their toolkit and more information on the importance of exercise on the NIA’s website.
• Volunteer in your community
For retirees who enjoy giving back, volunteering can be a great social outlet that also connects them to their community. And volunteering may do more than provide you with regular activity. According to a study by Senior Corps—a federal program that connects people 55 and older to volunteering opportunities—those that volunteer see significant improvements in their health. After just one year of service, 46% of active volunteers experienced better health and well-being and 63% reported that their feeling of isolation decreased.5
If you’re retired with extra time on your hands, consider engaging with local community centers, nonprofits, or other organizations. You may find that you have more energy and feel happier—all important elements of enjoying life in retirement.
• Start a small business
A trend is emerging among people who are 50 and older: They are starting businesses at higher rates than any other generation. As a result, they’re some of the most active entrepreneurs in the country. But most Baby Boomer business owners aren’t trying to replace corporate incomes or grow large companies. Instead, 80% of these small businesses are lifestyle driven and exist to help support retirement income and keep retirees engaged.6 Further, working longer isn’t just a way to fill your free time and have more income; it can also have helpful health benefits.
According to one study, people who continued to work past age 65 saw their chances of dying from any cause drop by 11%.7
Whether you want to work part- or full-time, have a lifestyle business or grow a franchise, choose the business vision that works best for you. Retirement is an opportunity to pursue lifelong dreams and enjoy new experiences in the ways that matter to you.
Overall, your unique financial goals and activity interests will help determine how to best spend your retirement. If you’d like to explore ways to stay active, we’re happy to help.
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by (company name). They do not refer in any way securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.
BLOGS & RESOURCES
Ways to Stay Active In Retirement
Once retired, many once-active people fall prey to the lure of the couch. With newfound time on their hands and a new life stage before them, finding ways to occupy themselves can be challenging. Yet, making a point to stay active and engaged is important for retirees. In fact, retirement can increase people’s chance of developing chronic depression by about 40% and physical illness by about 60%. By stimulating your brain and moving your body, you can help overcome those statistics and enjoy a fruitful retirement.1
Here are some ways you can stay active in retirement and reasons the activities can help:
• Exercise regularly
Ongoing exercise is highly important as you age. In fact, research reveals that regular exercise—especially interval training—can help people reverse some of the aging effects that happen in our bodies’ mitochondria.2 And other research has found that moderate exercise as people age could potentially help increase the brain’s metabolism in areas related to learning and memory, which could reduce the chance of Alzheimer’s disease.3 To help retirees stay fit, the National Institute on Aging encourages people to focus on various exercises that promote endurance, strength, balance, and flexibility.4 You can access their toolkit and more information on the importance of exercise on the NIA’s website.
• Volunteer in your community
For retirees who enjoy giving back, volunteering can be a great social outlet that also connects them to their community. And volunteering may do more than provide you with regular activity. According to a study by Senior Corps—a federal program that connects people 55 and older to volunteering opportunities—those that volunteer see significant improvements in their health. After just one year of service, 46% of active volunteers experienced better health and well-being and 63% reported that their feeling of isolation decreased.5
If you’re retired with extra time on your hands, consider engaging with local community centers, nonprofits, or other organizations. You may find that you have more energy and feel happier—all important elements of enjoying life in retirement.
• Start a small business
A trend is emerging among people who are 50 and older: They are starting businesses at higher rates than any other generation. As a result, they’re some of the most active entrepreneurs in the country. But most Baby Boomer business owners aren’t trying to replace corporate incomes or grow large companies. Instead, 80% of these small businesses are lifestyle driven and exist to help support retirement income and keep retirees engaged.6 Further, working longer isn’t just a way to fill your free time and have more income; it can also have helpful health benefits.
According to one study, people who continued to work past age 65 saw their chances of dying from any cause drop by 11%.7
Whether you want to work part- or full-time, have a lifestyle business or grow a franchise, choose the business vision that works best for you. Retirement is an opportunity to pursue lifelong dreams and enjoy new experiences in the ways that matter to you.
Overall, your unique financial goals and activity interests will help determine how to best spend your retirement. If you’d like to explore ways to stay active, we’re happy to help.
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by (company name). They do not refer in any way securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.
CONTACT US:
info@theafigroup.com
Office: 714.543.5900
Hours: Monday - Friday | 8AM - 5PM
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.
CONTACT US:
info@theafigroup.com
Office: 714.543.5900
Hours: Monday - Friday | 8AM - 5PM
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.