Jim Ritchie, Financial Advisor

🎗️ National Cancer Survivors Day: A Celebration of Life, Awareness, and Hope 🎗️

Join us in honoring those who have battled cancer and raising awareness about the ongoing challenges survivors face. Let's come together to inspire hope for the future! 🌟

Organized by the National Cancer Survivors Day Foundation, this day is for everyone with a history of cancer to connect, celebrate milestones, and share their powerful stories. 💪❤️

📅 Save the Date: National Cancer Survivors Day® is celebrated on the first Sunday in June. In 2026, we’ll celebrate on June 7th. Let's make it a day to remember! 🎉

You’re getting ready for the trip of a lifetime – your retirement. Now’s the best time to make sure you’ve packed the essentials before embarking. As your tour guide to retirement, I’m here to help ensure you’re prepared.

Welcome June with open arms! Discover mindful ways to celebrate World Environment Day, practical tips for embracing the summer season, essential Medicare travel rules to keep in mind, and a preview of our upcoming virtual events.

June 2026 Newsletter

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

As we enjoy our freedoms and blessings, let us take a moment to reflect on the sacrifices made by so many men and women who have served our nation. Thank you for your service and dedication.

Don’t forget to review and refresh your insurance policies this spring! Make sure your home, life, and auto policies are up to date. Then, ensure you’re getting the best deal by comparing premiums. https://magazine.northeast.aaa.com/daily/money/homeowners-insurance/time-spring-clean-insurance-policies/

On this Armed Forces Day, let's take a moment to recognize and honor the men and women who make sacrifices every day to protect our freedoms. We salute their courage and selflessness.

Spring cleanup is a great time to dust off old account statements and check for any missing money. Is there an old 401k or HSA you forgot to roll over? Follow these steps to check for unclaimed funds.

How to find forgotten 401(k) accounts Tracking down 401(k) accounts you left behind at an old job means adding to your nest egg. Here's how to do it.

Spring cleaning your finances with a spruced-up budget is a great way to get your fiscal house in order! Budget techniques are not one-size-fits-all. Check out these five variations and decide which would best suit your needs. https://www.wsj.com/buyside/personal-finance/best-budgeting-methods-01655392396