Retire Coastal Carolina

08/26/2026

Feeling behind on retirement savings at 50+? SECURE 2.0 might help more than you think.

A few key changes worth knowing:

📈 Bigger catch-up contributions — up to $8,000 extra in 2026, or $11,250 if you're 60–63 (total possible: $35,750).

🔄 If you earned $150K+ in 2025, your workplace plan catch-up contributions now go into Roth — paying tax now on the "seeds" instead of later on the "harvest" can actually work in your favor.

⏳ RMD age is now 75 for anyone born in 1960 or later — more time to grow your money and plan strategically.

🧩 Here's the thing: Social Security, IRAs, and 401(k)s don't work in isolation. How you contribute now — and how you withdraw later — needs to be one coordinated plan, not three separate decisions.

A late start doesn't have to mean a bad outcome — the rules have shifted in ways that can genuinely help.

If you're 50+ and want to talk through what this means for you, let's connect. 📩

08/24/2026

08/22/2026

With special guest, Adrianna Adams from Domain Money, Felix and Anna dig into one of the biggest emotional life steps - retirement.

08/19/2026

Over the next decade, women are set to control up to $30 trillion in financial assets. But wage gaps, caregiving responsibilities, and life changes like divorce can all impact long-term outcomes.

Women investors are doing things differently—trading less, thinking long-term, and staying curious. This isn’t about catching up. It’s about moving forward with confidence.

Let’s talk about what’s next.

Source: Forbes.com, March 30, 2026

08/10/2026

What is it about August?

07/31/2026

IRMAA is awful! My Stroll Riverlights ad had some ideas about avoiding dreaded IRMAA. Hope this fun video helps

07/30/2026

Friendships are predictor of happiness and healthful longevity… so friends make life more fun for longer!!

❤️ Happy International Day of Friendship!

One of the biggest surprises of retirement isn't having more time...
It's discovering how important friendship becomes.

Research has shown that strong friendships and meaningful relationships are among the greatest predictors of happiness, health, and even longevity as we age.

Retirement isn't just about leaving work. It's about finding your people. The friends who meet you for coffee. Who check in with a text. Who save you a seat at book club.
Who laugh with you, walk beside you, and remind you that the best chapters of life can still be ahead.

Today I'm especially grateful for the friends who have made my retirement richer, brighter, and a whole lot more fun.

Tag a friend who has made your retirement journey a little sweeter. ❤️


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07/23/2026

The best longevity secret may be a power walk. A neurologist explains how moving fast helps protect the brain and body from aging.

07/22/2026

Let's examine some important considerations for the + community when creating their financial and strategy.

This is for informational purposes only and is not a replacement for real-life advice. Consult your tax, legal, and accounting professionals before modifying your estate or tax strategy. A legal professional may be able to provide more insight if you have questions about what estate documents are appropriate for your situation.

Sources
ml.com, June 23, 2025
lgbtqbar.org, June 23, 2025