Greetings!

Hope everyone had an awesome week!

Can’t help but notice that football 🏈 season has arrived. Growing up in Ohio, this always meant falling leaves, cool breezes, and fresh crisp air.

None of that is happening here in hot, humid Florida… but a boy can dream 💭

We hope you enjoy this week’s issue!

Embrace Your Best Life!
~ Curt & Shari Roese

📰 Spotlight Story

Join the Club!

Are you newly retired and looking for ways to stay engaged, meet new people, and have fun? Joining clubs and organizations can be a fantastic way to enrich your retirement life.

• AARP – Valuable discounts and advocacy for older adults

• Volunteer Groups – Use your skills to give back meaningfully

• Red Hat Society – Friendship and fun with like-minded women

Why not try a few? You may find a new passion—or a lifelong friend.

🌿 Wellness

Outdoor Adventures for Retirees

Retirement is the perfect time to get outside and try something new. Whether you're craving movement, fresh air, or social connections—there’s something for everyone.

• Improved Well-being – Nature boosts your mood, lowers stress, and promotes better health

• Social Benefits – Meet new people on the trails or at a class

• Endless Options – From bird watching to kayaking, choose your level of adventure

Start your next outdoor journey today!

🚶 Our Escapades

Almost at the Top…

[Image of someone hiking Elk Knob State Park]

Almost there! That’s what everyone told us on the 1000’ climb up Elk Knob State Park in Boone, NC. Spoiler: "almost there" = Disney line vibes—just when you think you’re close, the trail twists again!

We’re not exactly “hikers”... but we love our daily trail walks in western NC. It’s about showing up, moving, and enjoying the view. Can’t wait to return in October 🍂

Escapades Ahead

• 😅 Pilates & Perspire – Trying Pilates + infrared sauna at Perspire Sauna Studio

• 🚴 Great Cycle Challenge – Curt is raising money this September to fight kids’ cancer

• 🎣 Fly Fishing – A guided half-day adventure in Blowing Rock, NC… even though we don’t fish 😆

🎉 Random Fun Things to Do

Pick an Activity and Have Some Fun!

Trying something new keeps life exciting. Here are a few fresh ideas:

• Yoga & Meditation – Boost flexibility, reduce stress, find peace

• Dancing – Get moving and grooving at a class—any style you like

• Hiking – Explore nature, get your steps in, and breathe deeply

Some ideas might seem silly… but imagine the stories you’ll have if you try them! Better than the usual “remember when” stories—especially since, honestly, we don’t remember

"Live as if you were to die tomorrow. Learn as if you were to live forever.
— Mahatma Gandhi

💖 Making a Difference

United Way

Support your local United Way to promote education, financial stability, and health. Your time and talents can make a huge impact in your community.

Talking won’t make a difference… but action will!

📚 Resource Roundup

AARP

Planning for retirement? AARP is one of the best resources out there for retirees.

• Exclusive Discounts – Save on travel, restaurants, entertainment, and more

• Healthcare Resources – Insurance plans, prescription savings, and screenings

• Financial Planning Tools – Manage your money with confidence

• Advocacy & Support – Policy change that helps older adults

• Education & Courses – Webinars, videos, and how-tos for your retirement life

AARP is an all-in-one support system. Definitely worth checking out.

💸 Financial Savvy

Financial Tip: Review Beneficiary Designations

Planning for the future isn’t just about saving—it’s about clarity for the people you love.

• Keep them updated – Big life changes? Make sure your designations reflect them

• Avoid legal messes – Prevent unnecessary delays or court battles

• Will ≠ Beneficiaries – Your designations override your will, so double-check them!

This is one of those simple steps that brings BIG peace of mind.

🛠️ Tools We Use

Yes, Curt over-researches everything before we buy it (just ask Shari 😆)…

Here are two tools we actually use—and recommend:

• NewRetirement – A robust planning tool with a 14-day free trial

• Monarch Money – A visual, user-friendly budgeting dashboard with 30-day free trial

If you're into spreadsheets or just want a clear plan—you’ll love them.

🧊 Product Spotlight

Is the Refrigerator Broke?

So... Shari bought a countertop nugget ice maker—even though our fridge already has an ice feature.

Her defense? “It makes awesome ice.”
And she’s right.

I only use it to “amortize” the cost per use… because I’m a CPA 🤣

Nugget Ice Maker Countertop

• Fast ice making

• Soft, chewable nugget ice

• Self-cleaning

• Compact & quiet

• Easy to use

• Great for iced coffee, cocktails, and Florida heat

🌟 Parting Words

"Nature has a way of soothing the soul and bringing peace to our hearts. Spend time outdoors—garden, walk a trail, sit in a park. The beauty of the natural world reminds us of life’s wonder."

Have a great week!