This 4th of July, declare independence from retirement worry. Discover how a simple financial plan delivers confidence, peace of mind, and lasting freedom.
Are the Headlines Right—Is Social Security Going Broke? The 2025 Trustees Report says the trust fund could run dry by 2033—but that’s only part of the story. Despite what the headlines claim, Social Security is far from disappearing. In this week’s post, we break down what “insolvency” really means, explore practical solutions already on the table, and explain why now is the time for thoughtful reform—not panic.
Retirement planning doesn’t have to feel overwhelming. The truth is, a simpler financial strategy can be the most powerful one. If you’ve ever wondered whether you need a complex portfolio to secure your future—the answer is no. Clarity creates confidence.
Discover how a straightforward retirement plan can help you spend wisely, reduce stress, and enjoy financial peace of mind. Learn why simplicity isn’t laziness—it’s wisdom.
Retirement should be about enjoying life—not stressing over money. If you’re wondering how to confidently spend without worry, this guide is for you. Discover how to turn savings into a steady paycheck, break free from one-size-fits-all rules, and build a flexible income plan that works for you. Whether you’re a woman who’s been the quiet CFO of your household or a couple navigating finances together, this simple approach will help you gain clarity and financial peace of mind. It’s time to make retirement what it should be: secure, fulfilling, and worry-free.
Social Security: A Crisis? Sure. A Catastrophe? Not So Fast.
Social Security has long been the subject of countless headlines, op-eds, and heated debates – and with the release of the this year’s edition of the annual social security trustees report – the debate is rekindled; all of which seem to suggest that it’s on the brink of total collapse. But before we all start planning our retirement around backyard vegetable gardens and barter systems, let’s take a closer look at what’s really going on—and why it might not be as dire as it sounds.
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Exploring Your Options By: Chip and Jamie Hunt If you have money sitting in an old retirement account or are just starting a new job, it may be time to take a fresh look at your options for what to do with your retirement funds. One big advantage of a 401(k) plan is the portability …More
Since your 401(k) plan is not a “set it” and “forget it” program, it’s a good idea to conduct a regular checkup to assess the health of your retirement accounts.
By: Chip Hunt 401(k) Plan Committee members: As we approach mid-year and you consider the state of your 401(k) plan, you may find yourself at a crossroad – contemplating whether to just tolerate continued poor service, or to take the necessary steps to change your “bundled” – all-in-one – service provider. But who wants to …More
As tax season rolls around again, it’s convenient reminder to consider the most tax-advantageous investment vehicles available. One often-overlooked option is the Roth account, which offers unique tax benefits that can significantly impact your financial future.
