Preservation Specialists, LLC Blog


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

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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Help Avoid Outliving Your Savings While Maintaining Your Desired Retirement Lifestyle

February 8, 2024

When it comes to retirement planning, all of us want to know we have enough money saved and how to make it last. We also want to feel confident that we can live our desired lifestyle in retirement. When it comes to planning for the future, it’s easy to fall into the trap of thinking…

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Save Your Retirement “Edition 4”

January 30, 2024

I am thrilled to announce the official launch of the updated edition of “Save Your Retirement”! Whether you’re a dedicated follower of Dick and Jane’s journey or just joining in, this edition promises a refreshed perspective on securing your retirement amidst the ever-evolving financial landscape. What’s New in “Save Your Retirement Edition 4? 1. Streamlined…

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Retirement Accounts & RMDs

January 16, 2024

RMDs are crucial for retirement account owners age 73 and older Some qualified retirement account owners are surprised that the IRS requires them to take a certain amount from their accounts each year. Including required minimum distributions in your financial plan can help you avoid higher taxes and potential IRS penalties. If you own a qualified retirement…

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From the Founder – 20 Years!

January 11, 2024

Happy New Year! January symbolizes a fresh start every year, but this year is just alittle more special for us here at Preservation Specialists. You see, it was back in 2004when our company was initially founded. It is absolutely mind-boggling to me that ithas been that long! As I think back over those twenty years,…

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Dare to be Different – Unconventional Resolutions for an Unforgettable New Year

January 3, 2024

As we bid farewell to the old and welcome the new, it’s the perfect time to break free from the ordinaryand embrace the extraordinary. This New Year, add a touch of adventure, fun and fulfillment to your lifewith resolutions as unique as you are. Try adopting one, two or all of the following ideas: 1.…

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The Cost of NOT Talking About Money

December 19, 2023

How often do you talk about money with your partner? Your kids? Your friends or coworkers? For most people, the answer is almost never. Research has shown that 63% of adults don’t discuss money with family, 75% don’t discuss it with friends and 46% don’t even talk about it with their partner.1 In fact, most…

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Preservation Specialists Charity Gala 2023

December 13, 2023

What an incredible night it was at the annual Preservation Specialists Charity Gala on November 10th, 2023! Laughter echoed through the venue as clients, friends, and newcomers mingled, sharing stories and building new friendships. It was heartening to witness our community coming together with such warmth and openness. On this special Veterans Day, we were…

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