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20 Results

• 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.

• Basics of Investing

  Explore key concepts and get set to invest.

• Smart Investment Strategies for Wealthy Retirees

  When you retire, you need your money to work for you. After years of saving and investing, you want to know: "How do I make my money last?"

• Women and Work: Why Salary, Benefits, and Work-Life Balance Count

  As you progress along your career path, there's no telling how far you'll go.

• 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.

• 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.

• 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.

• Basics of Social Security

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

• Making the Most of Social Security

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

• Unlocking Your Social Security Potential: A Comprehensive Guide

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

• Steven Massey

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

• Life Insurance vs. Annuities: Which is a Better Fit for You?

  Life insurance and annuities are essential financial planning tools for providing future independence.

• 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).

• 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.

• 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.

• 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.

• Estate Planning

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

• Thriving in a Volatile Market

  Manage uncertainty during market shifts.