The Optimus Group LLC

10/16/2026

Balancing financial wellness with enjoying life is key! Create a Retirement Income Plan that helps secure retirement without sacrificing present enjoyment.

A well-funded retirement can still be under-funned—a reality check for younger generations chasing financial freedom.

10/15/2026

The 3.6% cost-of-living adjustment for 2027 will give Social Security beneficiaries the largest benefit increase since 2023.

10/13/2026

Your vision for the future is what connects the tangible and intangible. Even as interest rates, costs, and financial conditions change, keeping your future in sight will give those numbers meaning.

America may be richer than ever on paper, but in an economy built increasingly on intangibles, prosperity can still feel strangely hard to hold onto.

10/09/2026

Many retirees underestimate Medicare costs, which can impact financial planning. Prioritize understanding these expenses to support financial security.

During retirement planning, many people underestimate how much they will pay for Medicare.

10/08/2026

How much income do you need in retirement?

Retirement planning isn't an exact science, but you can plan on needing a significant percentage of your current annual income in your retirement years. You'll want to identify your expenses and also account for inflation. You'll have to consider your life expectancy in determining whether your inco

10/06/2026

Finding the perfect spot for your retirement dreams can bring an extra layer of excitement and fulfillment.

Forbes reviewed nearly 1,000 sites to come up with the top 25 for pursuits ranging from the arts and fine dining to golf. Here’s how to find your own top spot.

10/05/2026

Retirement spending has changed. Where will you be spending your money in retirement?

Today’s retirees are spending far more than their parents did.

10/02/2026

Finding joy in a fast paced world is hard, but very important!

Research suggests that to have a satisfying life, you need to regularly feel three things: achievement, meaningfulness, and joy in the moment. How well are you doing on each of those fronts?

09/29/2026

What will you be, besides "retired"?

Don't retire. This article describes what to do instead: Find a new identify, discover purpose, develop structure, control ego, and find your tribe.

09/28/2026

What is the real measure of wealth in retirement?

In your retirement, money often magnifies who you already are, instead of transforming you.