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• Overcoming Market Uncertainty: Financial Strategies for Retirement Savers

  Learn strategies to manage retirement savings during market uncertainty, inflation, and shifting interest rates.

• Todd Trombly

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

• Harry Hartman

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

• Brian Hooks

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

• Stay Calm and File On Time! 7 Need-to-Know Tips for Last-Minute Tax Filing

  . If you know you usually wait until the last minute to file your taxes, a to-do list could help you stay motivated and on top of your responsibilities. Need help getting started? Here are six need-to-know tips for last-minute tax filing.

• Aging with Financial Security: Practical Steps for Planning Your Parents' Finances

  There are often red flags you may notice that indicate your parents have reached a point where they need help with their finances

• 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.

• 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.

• How to Recognize and Protect Yourself Against Tax Identity Theft

  A common type of identity theft involves the use of someone's Social Security number to unlawfully intercept their income tax refund. Unfortunately, this fraud often isn't discovered until the victim tries to file their taxes. Instead of getting a quick refund, they may instead be facing a lengthy battle with the IRS.

• Safeguarding Your Social Security Benefits and Personal Information

  According to a Bankrate survey, 34% of adults have experienced some form of financial fraud or an attempted scam as of January 2024.

• 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).

• Get the Most Out of Your Retirement Planning and Tax Strategies

  Managing retirement strategies and creating goals can help you stay focused and consistent in your financial efforts.

• 10 Tips to Develop Financial Wellness This Year

  Financial wellness is a state of being when one is in control of their finances, can cover expenses, and save for future goals.

• Retirement Planning: A Map to Changes in 2024

  Navigating these demands an adaptable approach to planning your finances.

• Why Financial Preparedness Is a Smart Investment

  Only about two-thirds of Americans could cover an unexpected $400 expense. Here are some of the most crucial steps you may take to work on financial preparedness.

• The Early Bird Advantage: Why Timely Year-End Planning is Essential

  Every year, the holiday season sneaks up on us and, before we get to turn around, it’s over.

• Retirement Planning: The Ultimate Endless Summer Adventure

  Here are some tips and tricks to help manage your retirement to have the goal of being carefree and relaxing as a child's summer vacation.

• Creating a Legacy of Change through Charitable Giving

  Philanthropy today is different than it was in the past.

• Ron Bender

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

• 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.