John Tritle, CFP

10/28/2026

While the adjustment is intended to offset inflation, Social Security is intended to be a safety net, not a full replacement of your pre-retirement income.



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Even with the Social Security cost-of-living adjustment, you’ll need additional income to afford retirement.

10/26/2026

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Retirement isn’t one‑size‑fits‑all.

Some people want travel and activity. Others want simplicity and routine. Defining what “ideal” looks like helps ensure financial decisions support the life you actually want to live.

Refine your retirement dreams by asking yourself these 7 questions.

10/23/2026

Peak foliage from the home office. Happy Friday!

10/21/2026

Let's be honest, free is always a good thing. 🙌

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Medicare may not provide things entirely "for free," but some items and services are covered with no out-of-pocket costs under specific conditions.

10/19/2026

The best financial plans leave room for both the future you're building and the life you're living today. After all, a good plan should support the life you're living now, not just the one you're planning for.



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10/16/2026

Grounds me back in reality: my answer for why I coach, often multiple teams per season. It's easy to lose sight of what's outside the office walls when you're in the daily grind. These moments put things in perspective.

Happy Sports Day! Coach Dad reporting for duty!! ⚽🏀⚾🏈🏅🙌❤️

10/14/2026

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For many, retirement is about seeing more of the world.✈️

But making those experiences possible — year after year — requires more than just a wish list.

This article outlines how to plan for travel in a way that feels both fulfilling and financially sound.

I can help you make sure your travel goals fit comfortably into your life.

Financially prepare for your next trip with more confidence.

10/13/2026

Bond losses may offer investors a tax break. Here’s how tax-loss harvesting works.



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Higher yields have pushed bon prices lower. Here's how investors can use tax-loss harvesting to offset gains and avoid wash-sale pitfalls.

10/09/2026

Providing me an alibi for not drying the dishes. ❤️🐾

10/07/2026

The Rule of 240 Paychecks can help you plan for a lifetime of withdrawals. Because, like any good boss, you need to pay yourself wisely.

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The Rule of 240 Paychecks can help you plan for a lifetime of withdrawals. Because, like any good boss, you need to pay yourself wisely.