Retirement Refined, LLC

08/31/2026

Nvidia posted $96.2 billion of revenue in a single quarter, up 106% from a year ago. Two days later, Chairman Warsh used his Jackson Hole speech to remind everyone that inflation is still too high and the Fed is not declaring victory. That combination is this market in one week: extraordinary corporate results alongside real uncertainty about interest rates. Neither one alone tells you what to do with a retirement portfolio, but together they explain why we keep coming back to diversification.

This week's full Retirement Report walks through both stories, what Friday's employment numbers could mean for the Fed's next move, and the dates worth putting on your calendar between now and year-end.

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NVIDIA earnings delivered $96.2 billion of quarterly revenue, up 106%, while the Fed warned inflation is still too high. See what both mean for retirees.

08/27/2026

College move-in week is here! 🎓📣

Colette is usually behind the scenes at Retirement Refined, LLC, but this week she’s pictured with her daughter, Kayla as she heads back into college mode in Boston, MA. It's a great reminder of how quickly the years go and how important it can be to plan ahead.

Whether you’re saving for a child or grandchild, starting early can help make future college expenses feel a little more manageable.

Anyone else in college move-in mode this week? Tell us in the comments where your kids or grandkids are headed! 🗺😁

08/24/2026

The U.S. National Debt just crossed $40 trillion. Treasury Secretary Scott Bessent says there's nothing to worry about, we'll simply grow our way out of it. In 1981, President Reagan called the $1 trillion mark a stark warning for the country. Is Bessent's math realistic? We break down what the milestone actually means for your retirement plan.

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The national debt just topped $40 trillion as Treasury yields and oil prices climb. Here's what rising rates mean for your retirement portfolio.

08/21/2026

Every child born between 2025 and 2028 with a valid Social Security number may qualify for a one-time $1,000 contribution from the U.S. Treasury into a new Trump Account. It's a simple way to give compounding decades to work before your child even starts school. Curious whether your family should open one? Read our full write-up below!

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Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker/dealer, Member FINRA/SIPC.

08/21/2026

Happy Friday! 🌊

It may be a little cooler today, but Paul and his family are still soaking up some beach time! ☀️

A little family time before he gears up for our upcoming Social Security seminar-where we’ll be talking about one of the biggest pieces of the retirement puzzle.

Because retirement planning isn’t just about the numbers. It’s about making the most of the time you’ve worked so hard for.

What would your perfect Friday in retirement look like? 🏖️

08/19/2026

Around our office, we love a good fun fact! 💡

Today’s: National Aviation Day is celebrated every August 19 in honor of Orville Wright’s birthday.

So now we have to ask… do we have any pilots or aviation enthusiasts out there? ✈️

08/19/2026

Retirement tax planning should look at more than this year’s return.

Many couples move through four tax phases: working years, early retirement, RMD years, and widowhood.

The goal is to find opportunities that may reduce your lifetime tax bill, not just today’s taxes.

Watch our latest clip for more insights!

08/17/2026

Good news on inflation last week: July's CPI rose just 0.1%, and producer prices didn't budge at all. But retail sales told a different story, falling 0.6% for the month. We break down what's behind the pullback in spending and why it's a trend worth watching through the second half of the year.

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Retail sales fell 0.6% in July even as inflation cooled to just 0.1%. See what softer spending and rising Treasury yields mean for your retirement plan.

08/12/2026

Deeper tax knowledge can absolutely change how you see a client’s situation.

When a spouse passes away, that year may be the last joint tax return, creating a short planning window for strategies like Roth conversions.

That’s the kind of opportunity surface-level tax talk can miss.

08/11/2026

Spread the word! 📣

We’re looking forward to welcoming you to our upcoming Social Security Seminar at the Community House of Moorestown on Tuesday, September 15th, with sessions at 1:00 PM and 6:30 PM.

If you or someone you know is approaching retirement and has questions about Social Security, we’d love for you to join us. It’s a great opportunity to learn more, ask questions, and feel more confident about what’s ahead.

Space is limited, so please call Colette at 856-354-3200 ext. 205 to reserve your spot!

And if this seminar isn’t for you, we’d be so grateful if you shared this post with a friend, family member, or neighbor who may benefit. 💛

Turning Your Decades of Hard Work into a Purposeful Retirement | Leveraging Advanced Tax Strategies, Retirement Income Planning, Estate & Philanthropic Planning into Tailored Comprehensive Wealth Management.

Led by Paul Levin, CFP®, ChFC®, RICP®, TPCP®
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