Retire Happy

A guide to creating a financially happy retirement. Everyone wants to retire happy but not everyone will. Are you a public employee with a pension?

Retire Happy Planning Guide
This short Retire Happy Planning Guide is designed to educate and bring awareness to some of the most important topics and retirement options that can provide you with greater control and happiness with your retirement. If you leave it up to chance you are risking your financial future and happiness in retirement. Learn how to take control of your retirement and let us

guide you to creating a financially happy retirement. You need to know the details of your pension or risk not achieving your retirement goals. Many public employees and teacher pensions are getting cut short and grossly underfunded. If you are a small business owner or self-employed this book highlights retirement plans & strategies that are used by the wealthy to maximize your retirement savings and minimize your taxes. Unfortunately, many advisors won’t share this with you because they don’t get paid on it.

08/31/2026

Meet the Trainer: Johnny Hernandez

Meet Johnny Hernandez, a Senior Planet trainer in San Antonio who marches to the beat of his own drum with his band, the Shady Blades.

08/29/2026

Biden administration’s antitrust victories are much-needed wins for consumers https://www.marketwatch.com/story/biden-administrations-antitrust-victories-are-major-wins-for-consumers-a4536ea6?mod=mw_rss_topstories

In the constant struggle to promote competition, score one for ordinary Americans.

08/27/2026

Morgan Stanley hit with criminal charges and $249 million fine for alleged block-trading fraud https://www.marketwatch.com/story/morgan-stanley-hit-with-criminal-charges-and-249-million-fine-for-alleged-block-trading-fraud-ceb8a30e?mod=mw_rss_topstories

Morgan Stanley claimed it had the most confidential block trading operation, but prosecutors said it was secretly leaking info to hedge funds to lessen its risk, costing sellers millions.

08/24/2026

We Can Do Anything: Sponsored Athletes 2023 Wrap-Up

The 2023 Senior Planet Sponsored Athletes share their favorite moments from the program and leave the community with some lasting fitness advice.

08/22/2026

2024 tax season: When can taxpayers start filing returns and when are taxes due? https://www.marketwatch.com/story/the-irs-just-announced-when-taxpayers-can-start-filing-returns-this-year-f9fac3fc?mod=mw_rss_topstories

The IRS also said when it expects to roll out its free 'direct file' system in 12 states.

08/20/2026

U.S. stocks edge higher in cautious trading ahead of inflation report, bank earnings https://www.marketwatch.com/story/s-p-500-futures-inch-higher-dow-dips-in-cautious-trading-ahead-of-inflation-report-99d5bd4a?mod=mw_rss_topstories

U.S. stocks finished higher on Wednesday, a day ahead of a widely anticipated December inflation report, though the S&P 500 fell short of an all-time high after remarks from a key Federal Reserve policymaker.

08/17/2026

Senior Planet Book Club: The Bluest Eye by Toni Morrison

It's time to finish The Bluest Eye! Let us know what you think in the comments. Join us on Zoom this Thursday, January 25th at 4:30pm EST for our virtual book discussion.

08/15/2026

Already behind on your money resolutions? This former preschool teacher can get you motivated. https://www.marketwatch.com/story/already-behind-on-your-money-resolutions-this-former-preschool-teacher-can-get-you-motivated-9a8956de?mod=mw_rss_topstories

This former preschool teacher has 3 tips to get you to change your bad money habits.

08/13/2026

Money: Financial New Years’ Resolutions

Here are some easy-to reach financial New Year's resolutions that can help retirees make the most of precious post-retirement dollars.

08/10/2026

I bought I-bonds to pay for college for my nephew’s kids. Should I move them to a 529 account? https://www.marketwatch.com/story/i-bought-i-bonds-to-pay-for-college-for-my-nephews-kids-should-i-move-them-to-a-529-account-f890ee4d?mod=mw_rss_topstories

Is the best way to cash out the I-bonds and roll them over to a 529 account?

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