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09/08/2026
Rolling 401k assets into an IRA can give you more investment choices and better control over them. But do you understand the tax impact? And what other options do you have for your rollover?
Your Guide to 401(k) and IRA Rollovers If you're leaving a job, you need to decide how to handle the money in your 401(k) account. Learn what your options are.
09/07/2026
We dedicate our efforts to ourselves, our families, our passions, and our needs. Whether you're an employee, an entrepreneur, or retired, here's to making the most of this holiday!
Have a wonderful !
09/06/2026
To-do lists aren’t just for work and running errands! Make sure to take care of yourself with this list of“Life Lessons” to help you excel in your 30s.
10 Life Lessons to Excel In Your 30s Over 600 people, age 40 and older, weigh in on what they wish they knew when they were 30. A few of them might surprise you.
09/05/2026
Your twenties are a tumultuous new chapter of your life. Sometimes you need a little inspirational mantra to get you through the challenging times. These inspirational quotes can help you push through the tough times.
'When it comes to luck, you make your own.' 50 motivational quotes for peak inspiration Words can hold a lot of power. They can uplift and inspire. Here are 50 motivational quotes to encourage you.
09/04/2026
Medical issues account for one of the top three reasons people go bankrupt. Take care of your health now to live better in the present and avoid overpaying for healthcare in retirement. These exercises for women over 50 can help.
Get-FitTips for Women Over 50 Read these exercise tips from WebMD for women over age 50.
09/03/2026
While rolling a 401(k) into an annuity can indeed provide guaranteed income, know that annuities come with certain careful considerations as well. Annuities may not be for everyone.
Risks of Converting Your 401(k) to an Annuity: Key Considerations Discover the risks of rolling your 401(k) into an annuity, including fees, beneficiary limitations, and tax trade-offs, before committing to this financial decision.
09/02/2026
A 401(k) plan can be a powerful part of your retirement strategy, so know when, why, and how to roll it into an IRA for your retirement!
Roll Over Your 401(k) to an IRA: Benefits and How-To Guide Discover how rolling over your 401(k) to an IRA offers more investment choices, lower fees, and greater control, ensuring your retirement savings grow efficiently.
09/01/2026
Living longer doesn’t automatically mean living better.
Healthy Aging Month is a reminder that how we age is shaped by more than just time. Staying active, mentally sharp, and socially connected all play a role—and so does the ability to support those lifestyles over time.
Small, consistent habits—both physical and financial—can influence what those years look like.
Sources
World Health Organization, Ageing and Health, October 2025
American Medical Association, What Doctors Wish Patients Knew About Healthy Aging, September 2025
Stanford Medicine, Five Healthy Habits for Successfully Aging, January 2026
EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025
08/30/2026
🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫
08/29/2026
Feeling behind on retirement savings at 50+? SECURE 2.0 might help more than you think.
A few key changes worth knowing:
📈 Bigger catch-up contributions — up to $8,000 extra in 2026, or $11,250 if you're 60–63 (total possible: $35,750).
🔄 If you earned $150K+ in 2025, your workplace plan catch-up contributions now go into Roth — paying tax now on the "seeds" instead of later on the "harvest" can actually work in your favor.
⏳ RMD age is now 75 for anyone born in 1960 or later — more time to grow your money and plan strategically.
🧩 Here's the thing: Social Security, IRAs, and 401(k)s don't work in isolation. How you contribute now — and how you withdraw later — needs to be one coordinated plan, not three separate decisions.
A late start doesn't have to mean a bad outcome — the rules have shifted in ways that can genuinely help.
If you're 50+ and want to talk through what this means for you, let's connect. 📩