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January 2026: Retirement Readiness

January 05, 2026

This month’s Retirement Readiness newsletter features information on AI tools that are changing retiree entrepreneurship, finding "forgotten" 401(k) accounts, and social security. It also includes tips and strategies for women approaching retirement and seeking a smooth transition.  We hope you enjoy these helpful materials, and as always, reach out with any questions.

Have a great day!

AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.