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• 10 Years and Counting: Points to Consider as You Approach Retirement

  If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change.

• Understanding Social Security Strategies

  Learn key Social Security strategies—like delaying benefits and spousal planning—aimed at boosting your monthly income and strengthen your retirement.

• Your Financial Fresh Start: 12 Resolutions in 12 Months

  Do you want to get on top of your finances this year?

• 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.

• Beyond the Backyard Fire

  From our subsidiary Broadview Insurance Agency: As recent fire seasons have shown us, it’s all too easy for poor backyard fire safety behavior to lead to tragic and costly consequences.

• Are You Eligible for the No Tax on Tips Provision One Big Beautiful Bill Act 2025

  The One Big Beautiful Bill Act (OBBBA) of 2025 introduces a new federal tax deduction for tip income.

• From Assets to Legacies: A Guide to Thoughtful and Impactful Giving

  For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, their wealth comes with the ability to create significant change.

• 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.

• 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.

• Know What You Are Worth Today to Map Out Your Financial Future

  It does not matter how much money you have today; you still must know the details of what you are worth. Understanding your financial situation can help you develop a retirement plan, pay down debt, draft a comprehensive estate plan and live with financial independence.

• 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:

• Why Is My Check Engine Light On?

  From our subsidiary Broadview Insurance Agency: This guide to seven important dashboard lights can give you a jump start on the road to safer driving and help you stay on top of vehicle maintenance and repairs.

• Learn

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

• Investing Strategies for Stagnant Interest Rates

  In a world where economic certainty is not guaranteed, stagnant interest rates can present unique opportunities and challenges for investors.

• 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.

• 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.

• How Much Should I Have in My 401(k)?

  A crucial aspect of planning involves understanding how much money you should aim to have in your 401(k) now, based on your age, as you save for retirement.

• 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.

• The Importance of Financial Wellness

  Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so important that more than half1 of employers now offer financial wellness programs to their workers.

• 6 Telltale Signs You're Not Saving Enough for Retirement

  Consider these six telltale signs to help you decide if today is the day you need to change your saving strategy.