By analyzing your savings, contributions, and goals, it shows you how much you’ll have and whether there’s a gap to fill.
In a recent survey, 70% of current workers stated they plan to work for pay after retiring.1And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that question requires an understanding of three key...
59 1/2: Why is this age so important? That age marks a turning point of sorts in your life—on a number of fronts. In particular, the Internal Revenue Service (IRS) allows you to make withdrawals from your retirement account without incurring a penalty. It has also...
Estate Planning & Long-Term Healthcare are among the most ignored areas of financial planning, but they are some of the most important. This estate management checklist is a great starting point to create goals and outcomes for a successful outcome. Do you have a...
Our very own CEO Casey Marx provided smart retirement & 401(k) moves in 2022 tips to reporter Felicia Lawrence WTHR Indianapolis. With inflation and rising interest rates, the state of the economy may have you on edge, wondering what to do with your retirement...
Casey Answering Client Concerns - Summer 2022. Today we're going to be talking about interest rates and how that's affecting our overall economy. One of our client's is in the office today, and they're going to be asking me some questions about how the current...
Managing the risk of outliving your money has become one of the top questions we hear from pre-retirees. In fact, according to TransamericaCenter.org research1, 42% of workers say they fear outliving their savings and investments. Retirees face greater "longevity...
