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Retirement Articles

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Victoria Larson | Jul 10, 2026

đź’ˇ IRMAA Explained: The Hidden Medicare Cost That Could Catch You Off Guard

When it comes to Medicare, most people focus on coverage… but not enough attention is paid to what you’ll actually pay. As Victoria with Vitality Investments

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Victoria Larson | Jun 29, 2026

Claiming Social Security at 62: What You’re Really Giving Up.

It sounds like a smart move: claim your Social Security early, invest the checks, and get ahead.
But for many high earners, that strategy can backfire… and cost

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Victoria Larson | Jun 25, 2026

Off to My NEW Second Job - A Letter From Victoria

long term care
Retirement
retirement planning

Off to My NEW Second Job

A personal note from Victoria — your advisor (or SOFA presenter), and this season, a daughter
 

I’ve helped clients plan for long-term

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Victoria Larson | Jun 15, 2026

When Should You Start Taking Money Out of Your 401(k)?

Retirement
Saving in a 401(k) is only part of the equation. Learn how withdrawal timing can affect your taxes, retirement income, Social Security, and Medicare costs.
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Victoria Larson | Jun 2, 2026

Top Annuity Income Strategies: Finding the Right Fit for You

Retirement

Watch the video on YouTube: 
Top Annuity Income Strategies: Finding the Right Fit for You!

 

Summary:

If you’re thinking about retirement income, the real question

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Anxious Senior Woman
Victoria Larson | Feb 17, 2026

Forced Early Retirement

Retirement
Finance
Many people plan to work through their 60s, easing out of employment on their own terms. Reality check: Your retirement date can arrive abruptly and a lot
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Victoria Larson | Sep 22, 2025

The 2 Questions You Need to Answer Before You Retire

Retirement
Lifestyle
Video
Finance

Watch the video on YouTube: 
The 2 Questions You Need to Answer Before You Retire

 

Summary:

As you get closer to retirement, a lot of questions start popping up

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Victoria Larson | Sep 15, 2025

What the Big Beautiful Bill means for your Retirement!

Retirement
Lifestyle
Finance
Video

Watch the video on YouTube: 
What the Big Beautiful Bill Means For Your Retirement!

 

Summary:

Big changes are on the horizon, and they could affect your retirement

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Victoria Larson | Sep 15, 2025

Why DIY Investors Earn Less!

Investments
Finance
Video

Watch the video on YouTube: 
Why DIY Investors Earn Less!

 

Summary:

According to Vanguard's "Advisor’s Alpha" study, a good financial advisor can add about 3% in

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Victoria Larson | Aug 21, 2025

Five Things to Do if You're Forced Into Early Retirement (and How to Reset and Recover)

Retirement
Finance
Lifestyle
Developing a solid retirement plan — before a layoff — can help you to adapt to unexpected changes in your timeline. Once the initial panic eases, you can
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Victoria Larson | Jul 21, 2025

I Have Plenty of Money: Why Do I Need a Long-Term Care Plan?

Finance
Investments
Lifestyle
Long-term care planning, whether through insurance or self-funding, is crucial not only for financial protection but also to preserve family relationships and
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Victoria Larson | Apr 21, 2025

Is a 1.5% Advisory Fee Too Much — or the Best Investment You’ll Ever Make?

Investments
Retirement
Retirement is full of decisions you can’t afford to get wrong. I recently rented a car in Chapel Hill. The base rate seemed reasonable — until I reviewed the
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Mailing Address
1990 Main St, Suite 750
Sarasota, FL 34236

2202 N. West Shore Blvd. Ste. 200
Tampa, FL 33607

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Chapel Hill, NC 27517

Contact Info

E | Info@vitalityinvestments.org

P | 941-413-0331

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Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Vitality Investments are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

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