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20 Results

• 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.

• Basics of Social Security

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

• Basics of Investing

  Explore key concepts and get set to invest.

• Making the Most of Social Security

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

• Steven Massey

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

• 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).

• 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.

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

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

• Maximizing Wealth: 5 Ways a Financial Professional May Help Propel High Earners Towards Wealth Status

  Discover five ways financial professionals help high earners manage wealth through tailored planning, investment expertise, tax strategies, and long‑term guidance.

• 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.

• 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.

• Thriving in a Volatile Market

  Manage uncertainty during market shifts.

• Estate Planning

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

• Roth IRA Basics

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

• Plan

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

• Is the Roth 401(k) an Option for You?

  Since it first became available in 2006, many employers have added the Roth 401(k) to their benefit packages as a retirement savings option.

• 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.

• Learn

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

• 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.