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• Basics of Social Security

  Join us and learn about how social security is funded, and how your future benefits are determined.

• Learn

  Learn at your own pace, attend live online events, and turn to your team for personalized guidance.

• How Much Should I Have in My 401(k)?

  A crucial aspect of planning involves understanding how much money you should aim to have in your 401(k) now, based on your age, as you save for retirement.

• Paul Brown II

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

• Matt Clement

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

• Unlocking Your Social Security Potential: A Comprehensive Guide

  Nearly every American worker includes Social Security benefits as part of their comprehensive retirement plan.

• Making the Most of Social Security

  Did you know there are more than 500 ways to claim Social Security benefits?

• Jim Faranda

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

• Investing in Your 60s and Beyond

  Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents? The answer often lies in a substantial shift in your investment strategy. Here are some ideas for investing in your 60s and beyond.

• 401(k) Rollover Options to Consider

  When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k).

• Social Security Simplified: Common Questions and Answers

  Whether you are getting close to retirement or even if retirement is still a little way off, here are some common questions and answers regarding Social Security.

• It’s Not Too Late to Become Financially Literate

  No matter your age, when you understand how to manage your money and finances, you can make sound financial decisions and take the needed steps toward your financial goals.

• Estate Planning

  In this presentation, we’ll take a look at some general estate planning concepts and strategies.

• The Hidden Gems of IRAs: 5 Little-Known Facts You May Not Know

  Look past the surface, examine it closer, and you may be surprised that numerous accounts, including your IRAs, contain hidden gems and little-known facts you didn’t know existed.

• Market Volatility and the Importance of Staying the Course at Different Ages

  Staying the course through market volatility has different implications at ages 20, 30, 40, 50, and into retirement. Check out these tips. 

• Roth IRA Basics

  There are many factors to consider when determining if a Roth IRA is appropriate for your particular situation and goals.

• What You Need To Know for the 2024 Tax Season About Credits, Deductions, and Policies

  The 2024 tax season is approaching, so be prepared for any changes that could affect your return.

• 5 Financial Bad Habits to Cut This Year

  When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck to paycheck.

• Plan

  Protect your financial security and personal wellbeing and leave confusing, time-consuming insurance shopping behind.

• You Might Not Want to Max Out Your 401(k) Right Away

  Contributing to a 401(k) plan is an excellent method for saving for retirement.