Strive Financial Group

01/12/2026

After decades of structured workdays, many retirees find themselves asking, “What now?” While the initial freedom can feel liberating, the absence of a daily routine can be detrimental to your mental and physical health. So what should you do?

One of the most underestimated challenges of retirement is not financial but personal. After decades of structured workdays, many retirees find themselves asking, “What now?” While the initial freedom can feel liberating, the absence

01/05/2026

The Social Security 2026 COLA is now in effect, and you should be seeing that additional amount reflected on your statements starting this month! Learn more about this year’s Social Security COLA here:

Every October, over 70 million Americans eagerly wait for the Social Security Administration (SSA) to announce the Cost-of-Living Adjustment (COLA). This annual bump is designed to

12/30/2025

As we look ahead to 2026 and the years to follow, it’s more important than ever to ensure your plan is built for stability and flexibility.

A well-planned retirement is not a single event, but a comprehensive strategy built on several interconnected pillars. As we look ahead for 2026 and the years to follow, it's more important than ever to ensure your plan is

12/22/2025

Traditional presents like gadgets and gift cards are always appreciated, but there’s one gift that can have a lasting impact far beyond the holiday season: financial planning.

As we gather with family and friends this week, many of us have spent time picking out the perfect gifts to wrap and lovingly place under the tree. We eagerly await them opening our gift and

12/15/2025

As the year winds down and the holiday season approaches, December brings a natural opportunity to pause, reflect, and realign. For retirees, this season is a perfect time to give your financial life a little attention before the calendar flips to a new year.

As the year winds down and the holiday season approaches, December brings a natural opportunity to pause, reflect, and realign. For retirees, this season is a perfect time to give your financial life a little attention before the

12/08/2025

Deciding whether to keep your retirement savings in accounts like IRAs or 401(k)s versus transferring those funds to an annuity is a question many people face as they approach retirement.

Deciding whether to keep your retirement savings in accounts like IRAs or 401(k)s versus transferring those funds to an annuity is a question many people face as they approach retirement. But before we jump in, there’s

12/01/2025

If you’ve come across advice like “Social Security is going broke” or “you’re better off just waiting until 70 to claim,” you’re far from alone. These and other commonly repeated notions are persistent myths that can steer well-meaning savers off course.

If you’ve come across advice like “Social Security is going broke” or “you’re better off just waiting until 70 to claim,” you’re far from alone. These and other commonly repeated notions are persistent myths that can steer well-meaning

11/24/2025

Just like the change of the seasons, retirement offers the start of something new and your retirement chapter is one full of opportunities... But just like your Thanksgiving dinner, the best retirement plans should be thoughtfully prepared!

Thanksgiving is just around the corner! The trees are filled with vibrant leaves, the air is crisp and fresh, and some of us are planning the big dinner menu. Family and friends

11/17/2025

Receiving an inheritance can bring with it a mix of gratitude, responsibility and uncertainty. But what should you do with it?

As Thanksgiving approaches, many of us take this time to reflect on what we're thankful for. Gratitude for family and good health are usually on the list, but some of us may have the added blessing of an inheritance

11/10/2025

Though no one likes to think about it, as we age, we may not always be able to handle things on our own. When daily activities become too difficult, long-term care helps provide the assistance we may need... But when should you start planning for it?

https://strivefg.com/when-should-i-plan-for-long%e2%80%91term-care/

11/03/2025

Estate planning is not just for the ultra-rich, and it's not only about what happens to your stuff when you're gone! So, how do you know if you need an estate plan?

If you’ve ever thought that estate planning is only for the ultra-rich or that you can wait until later in life, you’re not alone. But estate planning is important to consider at any age and