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The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It

The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It

by Kenny | Jun 17, 2026

Many Americans spend years preparing for retirement. They contribute to their 401(k)s, open IRAs, purchase insurance, and work diligently to build their nest egg. Yet one of the biggest mistakes retirees and pre-retirees make isn’t failing to create a financial...
Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan

Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan

by Kenny | Jun 11, 2026

As we reach the halfway point of the year, many people take stock of their health, careers, and personal goals—but often overlook one of the most important areas of their lives: their finances. Just as an annual physical helps identify potential health concerns before...
Retirement Isn’t Just About Saving Money—It’s About Creating Income You Can Count On

Retirement Isn’t Just About Saving Money—It’s About Creating Income You Can Count On

by Kenny | Jun 4, 2026

For many Americans, retirement planning begins with one simple question: “How much money do I need to retire?” While building savings is important, a more critical question is often overlooked: “How will I create a reliable income throughout...
7 Financial Mistakes That Can Derail Your Retirement — And How to Avoid Them

7 Financial Mistakes That Can Derail Your Retirement — And How to Avoid Them

by Kenny | May 28, 2026

Retirement should be a time filled with freedom, confidence, and peace of mind — not uncertainty and financial stress. Yet many people unknowingly make decisions during their working years that can create major challenges later in life. The good news is that most...
Retirement Planning in 2026: Building Confidence for the Years Ahead

Retirement Planning in 2026: Building Confidence for the Years Ahead

by Kenny | May 21, 2026

Retirement is no longer viewed as simply “stopping work.” For many individuals and families, retirement is about creating freedom, protecting the lifestyle they’ve worked hard to build, and gaining peace of mind for the future. With rising healthcare costs, market...
Understanding Fixed Indexed Annuities: Balancing Growth Potential and Protection

Understanding Fixed Indexed Annuities: Balancing Growth Potential and Protection

by Kenny | May 13, 2026

In today’s unpredictable financial environment, many retirees and pre-retirees are searching for ways to protect their savings while still maintaining the opportunity for growth. One financial tool that continues to gain attention is the Fixed Indexed Annuity, often...
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  • Health Savings Accounts and IRA Rollovers: Today’s Slott Report MailbagOctober 22, 2026
    By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I have a question regarding joint health savings accounts (HSAs). What happens… Read more: Health Savings Accounts and IRA Rollovers: Today’s Slott Report Mailbag
  • You’ve Built a Financial Future. Have You Protected It?October 22, 2026
    Building financial security takes years of effort. You save, manage expenses, pay down debt, and make decisions with the future… Read more: You’ve Built a Financial Future. Have You Protected It?
  • The Same-Property Rollover Rule Gets No RespectOctober 21, 2026
    By Ian Berger, JD IRA Analyst Many of you are probably aware of the 60-day rollover deadline and the once-per-year… Read more: The Same-Property Rollover Rule Gets No Respect
  • 5 Things to Know About HSAs at Age 65October 19, 2026
    By Sarah Brenner, JD Director of Retirement Education The unfortunate reality for many Americans is that medical expenses will be… Read more: 5 Things to Know About HSAs at Age 65
  • Weekly Market CommentaryOctober 18, 2026
    It was a chaotic week on Wall Street as investors tried to interpret mixed Q3 financial results, a spike in… Read more: Weekly Market Commentary

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