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• 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.

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

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

• 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.

• Basics of Social Security

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

• Why Wealthy Individuals Would Consider Not Converting to a Roth IRA

  While a Roth IRA conversion may suit some, wealthy individuals may not consider this investment strategy under certain circumstances.

• Ten Ways to Tidy Up Your Finances This Fall: A Comprehensive Checklist

  As the leaves begin to fall and the year winds down, autumn offers more than pumpkin spice and cozy sweaters. It’s also a good time to clean up your finances.

• 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.

• Steven Massey

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

• 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.

• 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).

• 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.

• 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.

• Roth IRA Basics

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

• Estate Planning

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

• 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.

• How to Manage Your 401(k) Investments: DIY or Hire a Financial Professional?

  Managing 401(k) investments is crucial to planning one's financial future.

• Learn

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

• Everyone Needs an Estate Plan—Even If You Are Single with No Dependents

  Estate planning is also significantly relevant for single individuals without children.