Healthcare is one of the biggest unknowns in retirement planning. While many people prepare for living expenses and travel, few plan proactively for healthcare costs — which tend to rise...
4 Key Tax Moves to Strengthen Your Financial Plan in 2026
As we move deeper into 2026, understanding how taxes interact with your financial plan has never been more important. Taxes can quietly erode your investment returns and retirement income —...
Why Flexibility in Retirement Planning Matters More Than Ever
Many people enter retirement with a plan they drafted years — or even decades — earlier. But life rarely happens exactly as we expect. Jobs change, markets shift, health needs...
Why Your Financial Plan Needs a Midlife Reset When You Turn 55
Many people who reach age 55 come to us at Blue Marble Advisors and share a familiar feeling:“We have done well, but we are not sure if our plan is...
Navigating the Financial Seasons: How to Adapt Your Wealth Strategy as Life Evolves
Life is marked by seasons: beginnings, growth, transitions, and reflection. At BMA, we view your financial life in the same way — a unique financial lifecycle that moves through different...
Securing Your Financial Future: 5 Key Moves to Make Now
As the financial landscape continues to shift, from changing tax laws and evolving retirement plans to the growing importance of sustainable investing, it is more important than ever to take...
Guarding Your Retirement: The Role of Long-Term Care Insurance
When most people envision retirement, they picture travel, hobbies, and time with loved ones, not the possibility of needing long-term care. Yet, the reality is that nearly 70% of people...
The Power of Social Security Maximization in Retirement
The Power of Social Security Maximization in Retirement For many retirees, Social Security is more than just a monthly check, it’s a critical piece of their long-term income strategy. Yet,...
June is Annuity Awareness Month!
June is Annuity Awareness Month—a perfect time to take a closer look at the essential role annuities can play in creating a secure and predictable retirement. At Blue Marble Advisors,...
Unlocking Financial Flexibility: Is Refinancing Your Annuity the Right Move?
When it comes to managing retirement finances, annuities often provide a reassuring stream of income. However, what many annuity holders may not realize is the potential financial opportunity in refinancing...