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• 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.

• Nuances of Medicare – 5 Things to Keep in Mind

  Medicare is complex with many different moving parts involved.

• How to Prepare for Retirement

  Whether you’re just starting your career or are planning to retire this year, it’s never too soon or too late to start preparing for your retirement. What this entails may be different from person to person, but there are a few essential tips everyone should keep in mind when saving up for their eventual retirement.

• 6 Tips for Reducing Social Security Taxes

  Determining how your income impacts Social Security (SS) taxes is important for tax planning.

• Brian Hooks

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

• Matt Clement

  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.

• Calculators

  Dial in values and tweak your input to visualize different financial scenarios. Results are for illustration only.

• 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).

• A Retirement Countdown Checklist: 5 Steps to Consider Before Retirement

  Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do for health insurance? Here, you’ll find a useful countdown of the five biggest steps to developing a solid retirement plan.

• Steven Massey

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

• Jim Faranda

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

• Paul Brown II

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

• Nicole Mann

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

• Post-Holiday Financial Recovery: Bouncing Back from Seasonal Spending

  The holidays are a season of giving, rejoicing, and celebrating. And sometimes, being joyous means having to spend some money

• Ron Bender

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

• 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.

• 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.

• Is a 529 to Roth IRA Rollover Right for You? Here's What You Need to Know

  If you have a 529 education savings plan, it can now be converted to a Roth IRA.

• Building a Strong Financial Foundation

  It is never too early to begin, and the sooner you start, the better. Consider the following steps to building a strong financial foundation: