Preservation Specialists, LLC Blog


We help individuals and families work toward achieving their ideal retirements.

Home Sweet Home: Is Renting the New Owning?

May 20, 2024

n retirement, many people opt for a change of scenery. Whether it’s a beach condo, a mountain cabin or a bustling city apartment, they embrace change and are on the move. When it comes to housing after retirement, many are turning to renting rather than owning a house. Even if owning a house is affordable,…

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Retirement Advice from Those Who’ve Been There

May 9, 2024

Retirement is a major life milestone that brings both excitement and challenges. If you’re approaching retirement, it’s natural to have questions and uncertainties about this new chapter. Who better to ask for advice than those who have already walked this path? In this blog post, we’ll share some top tips from real retirees, as well…

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F+: Most Americans Fail to Make the Financial Grade

April 29, 2024

April is Financial Literacy Month, making it the perfect time to examine our financial knowledge base, starting with the basic question: What does it mean to be financially literate? It’s having the skills and behaviors to make informed money decisions. Being financially literate means you are able to competently earn, spend, invest, save, budget and…

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Money and Memory

April 15, 2024

While no one can predict who might experience dementia in their later years, it’s prudent to include the possibility as you’re building your long-term financial plan. We’ve all had them: Moments when we’ve walked into a room and forgotten what we came in for. Or saw someone out and about and couldn’t remember their name.…

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From The Founder: Taxes in America

April 1, 2024

Since April is often considered ‘tax month,’ I thought I would share a few tax charts that I found interesting. One of the opinions I’ve heard a lot in recent years is that our tax system is not progressive enough and that wealthy Americans are not paying their ‘fair share.’ Let’s see what the following…

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Spring Clean Your Finances

March 14, 2024

Spring is a good time to organize your finances, clean up debt and credit issues, consolidate old accounts and develop good habits to work toward your goals. Do you have a space in your house in constant need of organizing? You know the one: the space where clutter seems to accumulate and visitors are never, ever allowed…

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Spring Forward or Fall Back: Debating Daylight Saving

March 10, 2024

Are you tired of adjusting your clocks twice a year? Daylight saving time has been a subject of debate for decades, and while nothing has been decided yet, several recent state and federal laws have set their sights on the time-changing tradition.1 One argument against daylight saving time is that it disrupts our sleep patterns.…

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From The Founder: Election Promises and Our Growing Debt

March 1, 2024

This month, I thought I would begin to share my thoughts on the upcoming election. No, I am going to predict who is going to win. I also won’t attempt to guess how bad the mud-slinging will get as the year progresses. Instead, I will keep my ideas focused on you and your finances. Recently,…

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Navigating Peak 65: The Unprecedented Challenges Facing Retirement in 2024

February 20, 2024

In the vast landscape of American demographics, 2024 marks a pivotal moment – the arrival of Peak 65. With record numbers of baby boomers reaching this milestone, the retirement system is poised for unprecedented challenges. Approximately 11,000 Americans are expected to turn 65 every day until December, culminating in a staggering 4.1 million individuals joining…

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