Andrew Doan, CFP, EA

06/18/2026

2026 is a big demographic milestone — the oldest Baby Boomers are now turning 80, swelling the demand for care services in ways our system isn't fully prepared for.

The good news? There are options. The key is planning before you need them. Worth a read.

On January 1, 2026, the leading edge of the Baby Boom generation reached a symbolic and practical threshold: age 80.

06/16/2026

The best thing you can do for your brain in retirement might not cost a dime.
New research says a strong sense of purpose is linked to significantly lower cognitive decline risk. Worth a 3-minute read — and maybe a conversation.

New research confirms the power of purpose, exercise, and socialization in fighting cognitive decline. Discover evidence-based steps for brain health.

06/11/2026

"A long life, even a long life in good health, doesn't mean much if you don't love your life."

That line stopped me. A new study found that fulfillment — purpose, connection, emotional security — is one of the strongest predictors of how well we age. And here's the kicker: fulfillment tends to drop right at retirement age, when those things shift most.

We spend a lot of time planning the finances of retirement. This is a good reminder to plan the life too.

A new report from CenterWell suggests that purpose, connection, and emotional well-being are critical predictors of how we age.

06/09/2026

What does a happy retirement actually look like? Harvard spent 88 years trying to answer that. Spoiler: it wasn't about the portfolio balance. It was about the people around you. Worth a read — and worth a conversation.

Finding the secrets to a happy life can literally take a lifetime.

05/13/2026

Extended care is one of the biggest wild cards in retirement.

Costs vary by location, care type, and health needs—but they've all been rising faster than many realize.

These five insights can help you understand what drives costs and why they often catch retirees by surprise.



Sources:
CareScout, Cost of Care Report, July–December 2024
AALTCI, Long-Term Care Insurance Statistics & Data 2025
EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025

05/02/2026

Oh, the sun shines bright on my old Kentucky home...🎶

Louisville, it’s the most exciting two minutes in sports, but your financial future lasts a whole lot longer. Whether you’re betting on the ponies or just enjoying a mint julep, remember:

- Smart investments age better than bourbon.

- Budgeting keeps you in the race, even when the odds are long.

- Retirement planning is the ultimate photo finish you want to win.

- Financial confidence feels better than cashing a trifecta ticket.

So while the horses thunder down the track, let’s make sure your money is pacing strong too. 🏇💵

Wishing everyone a safe, fun, and prosperous Kentucky Derby weekend! 🌹✨

04/08/2026

Wealth preservation isn’t “set it and forget it.” Tax laws, markets, and family needs shift over time. Establish a rhythm for reviewing your estate, tax, and investment plans. A proactive approach keeps your legacy strong.

03/30/2026

Deciding when to claim Social Security is one of the biggest retirement choices you’ll face. There’s no one-size-fits-all answer, but there are some factors to consider:

📌 Are you still working?
📌 How long do you expect to live based on health and family history?
📌 How do early or delayed benefits fit into your retirement picture?

This guide walks through the basics to help you start thinking about your options.

03/24/2026

Planning for retirement is about more than preserving wealth, it’s about preparing to enjoy it confidently. With habits like regular check-ins, smart contributions, and streamlined accounts, you can thrive in this new chapter.

03/19/2026

Helping you navigate the complexities of the tax code and keep more of the money you’ve earned is incredibly rewarding, but there may be more we can plan together. Besides taxes, we can discuss additional financial guidance to help sketch out future plans and ultimately, pursue your goals.