How Medicare Works Financial PlanningRetirement Planning How Medicare Works In order to start to understand how Medicare works, it’s helpful to have a bit…Chris Longworth2025-10-17
Breaking Down the One Big Beautiful Bill Act Retirement PlanningTax Planning Breaking Down the One Big Beautiful Bill Act The “One Big Beautiful Bill Act” (OBBBA), often called the “Big Beautiful Bill,” is a…Chris Longworth2025-08-20
The Pursuit of Financial Freedom In Retirement Financial PlanningRetirement Planning The Pursuit of Financial Freedom In Retirement Financial freedom in retirement means more than just having enough money, it means having choices.…Chris Longworth2025-07-17
Annuities Don’t Have to be Confusing AnnuitiesRetirement Planning Annuities Don’t Have to be Confusing In the past, annuities have been a topic avoided by many, but lately interest levels…Chris Longworth2025-06-20
Will Your Nest Egg Withstand Inflation and Market Volatility? Financial PlanningRetirement Planning Will Your Nest Egg Withstand Inflation and Market Volatility? It’s no secret that inflation is on the rise, impacting millions of Americans. Mix that…Chris Longworth2025-05-15
It’s Financial Literacy Month. How Much Do You Know About Retirement Accounts? Retirement Planning It’s Financial Literacy Month. How Much Do You Know About Retirement Accounts? April is often known for spring cleaning, Easter, and Passover, but it’s also Financial Literacy…Chris Longworth2025-04-16
Personal Finance: The Importance of Starting Early Financial PlanningRetirement PlanningSocial SecurityTax Planning Personal Finance: The Importance of Starting Early Whether you’re just starting out in your career, you are a Gen-X-er sandwiched between your…Chris Longworth2024-07-22
Annuity Sales Are Surging. Do You Know What They Are? AnnuitiesRetirement Planning Annuity Sales Are Surging. Do You Know What They Are? We’re here to help clear up some of the confusion about annuities during Annuity Awareness…Chris Longworth2024-06-12
What is Sequence of Returns Risk? Retirement Planning What is Sequence of Returns Risk? Sequence of returns risk can put your retirement portfolio in jeopardy, but what is it,…Chris Longworth2024-05-08
5 Things You Need to Know About Retirement Retirement Planning 5 Things You Need to Know About Retirement Saving for retirement is important, but it’s also crucial to stay informed! Now that it’s…Chris Longworth2024-04-15