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• Retiring on Your Own Terms: 7 Ways You Can Work Toward an Early Retirement

  Many dream of working toward early retirement, but getting there generally doesn’t happen by accident.

• 6 Retirement Tips for Surviving the Sandwich Generation Squeeze

  Adults caring for aging parents and children simultaneously have now become known as the "sandwich generation."  While each generation comes with its own array of financial challenges, the sandwich generation often feels a tight financial squeeze as they juggle the cost of care for their elderly parents with care for their children. Due to the financial strain, saving for retirement gets put on the back burner.

• Spring Has Sprung: Time to Refresh Your Retirement Plan

  Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged accounts, it's worth taking a closer look at your retirement savings.

• Thinking About Working in Retirement? Here's What to Consider

  If you're thinking about working in retirement, you must consider a few things before making your decision. As you get older, the question of when to collect Social Security retirement benefits and how your monthly payment may be impacted by working is essential. Here's what to consider before making your decision.

• Retirement Annuities Explained: What They Are and How They Work

  Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio.

• Social Security Isn’t Enough: How Social Security Fits into a Well-Rounded Retirement Plan

  If you're nearing retirement age, you know the Social Security process and how much you will likely receive.

• Caring For Your Family Members While Preparing For Retirement

  The newest generation of upcoming retirees is facing a more unique and prominent dilemma than past generations have experienced: caring for family members at the same time they’re preparing for retirement.

• Retirement Planning: A Map to Changes in 2024

  Navigating these demands an adaptable approach to planning your finances.

• Key Financial Wellness Metrics for Near-Retirement Individuals

  As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital.

• How High Earners Can Build a Strong Retirement with Their 401(k)

  Approximately 60 million workers contribute to a 401(k)-retirement plan.

• 3 Ways Planning For Retirement is Like Planning For Summer Break

  For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can provide a similar level of freedom, but only if you've adequately prepared, planned, and saved. Below, we discuss three ways that planning ahead for your retirement can be like scheduling your summer.

• The Importance of Choosing the Right Life Insurance Policy for Your Retirement Years

  Life insurance has its benefits, and choosing a manageable life insurance policy is a critical step in your retirement planning.

• Close to Retirement? What to Know About the SECURE Act 2.0

  Are you getting close to retirement and trying to stay on top of any changes to the retirement laws that may impact your goals and strategy? With the Secure Act 2.0 now signed into law, there are numerous retirement-related provisions included in the Omnibus Appropriations package that may be of interest to you.

• Retiring Early As a Couple: A Financial Love Story

  Retiring early as a couple is a goal shared by many, and if planned comprehensively, it may provide opportunities for travel, passion projects, and more quality time together.

• Should You Be Concerned About the State of Social Security?

  Social Security, established in 1935, provides financial benefits to the elderly, disabled, and disadvantaged groups.

• Steven Massey

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.  

• What’s New for RMD Requirements

  A critical aspect of retirement planning is understanding the rules and requirements surrounding Required Minimum Distributions (RMDs) from retirement savings accounts.

• Financial Planning in Today’s Fast-Paced World

  In today’s fast-paced environment, careful financial planning is crucial when it comes to growing and preserving your wealth.

• Overcoming the Dual-Caregiving Dilemma

  The "Sandwich Generation" is composed of adults who are ‘sandwiched’ between competing financial responsibilities.

• 3 Questions to Ask Yourself Before You Claim Social Security

  If you are unsure when to start your claim, here are a few questions that may help you determine if it is time to make a claim or if you should delay a little longer.