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The Golden Years Playbook

The Golden Years Playbook

How to be smarter for Health, Wealth, and Retirement

Last year Health Alliance caught a lot of people by surprise

Jul 23, 2026

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2 min read

Last year Health Alliance caught a lot of people by surprise

Open Enrollment is still a little way off... but now is the best time to start paying attention.

Nate Lewis CFP® EA
Nate Lewis CFP® EA
The Retirement Risk Nobody Complains About

Jun 25, 2026

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3 min read

The Retirement Risk Nobody Complains About

Will Your Money Last as Long as You Do?

Nate Lewis CFP® EA
Nate Lewis CFP® EA
Is it Too Late for Roth Conversions?

Jun 4, 2026

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2 min read

Is it Too Late for Roth Conversions?

A lot of retirees assume they missed the window. Have you?

Nate Lewis CFP® EA
Nate Lewis CFP® EA
The Medicare mistake that can cost you for the rest of retirement

May 21, 2026

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2 min read

The Medicare mistake that can cost you for the rest of retirement

Medicare decisions are often tax decisions in disguise.

Nate Lewis CFP® EA
Nate Lewis CFP® EA
The Biggest Retirement Mistake Isn’t Your 401(k)

Apr 16, 2026

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5 min read

The Biggest Retirement Mistake Isn’t Your 401(k)

It’s how you claim Social Security... and most people get it wrong

Nate Lewis CFP® EA
Nate Lewis CFP® EA
The 10 Social Security mistakes that don’t feel like mistakes when you make them

Apr 2, 2026

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6 min read

The 10 Social Security mistakes that don’t feel like mistakes when you make them

10 decisions retirees make every day that quietly impact their income, taxes, and Medicare premiums

Nate Lewis CFP® EA
Nate Lewis CFP® EA
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The Golden Years Playbook

How to be smarter for Health, Wealth, and Retirement

© 2026 The Golden Years Playbook.
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