Kent McKee 7/23/24 Kent McKee 7/23/24

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Kent McKee 6/18/24 Kent McKee 6/18/24

Caring for Aging Parents

In the past decade, the population of Americans aged 65 and older has grown 38% and is expected to reach 82 million in 2050. As our nation ages, many Americans are turning their attention to caring for aging parents.

Kent McKee 6/4/24 Kent McKee 6/4/24

Choices for Your 401(k) at a Former Employer

One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account. Individuals have four choices with the 401(k) account they accrued at a previous employer.

Kent McKee 5/21/24 Kent McKee 5/21/24

Pickleball in Retirement

With over 4.8 million people in the U.S. playing pickleball right now, this fast growing sport is quickly becoming the favorite of active retirees nationwide.

Kent McKee 5/7/24 Kent McKee 5/7/24

Volunteering in Retirement

Retirement is no longer about the hammock or unending hours of golf. It is a period of rejuvenation, second chances, and renewed growth. For many, this new phase includes contributing their time and talents to an organization in need.

Kent McKee 4/23/24 Kent McKee 4/23/24

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Kent McKee 3/14/24 Kent McKee 3/14/24

Five Most Overlooked Tax Deductions

Who among us wants to pay the IRS more taxes than we have to?

Kent McKee 2/29/24 Kent McKee 2/29/24

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

Kent McKee 2/1/24 Kent McKee 2/1/24

What's New for Social Security?

Whether you’re applying for Social Security in the future or currently receiving benefits, there are some important changes to earnings limits, Medicare premiums, and other differences to keep in mind.

Kent McKee 1/4/24 Kent McKee 1/4/24

Important Birthdays Over 50

Starting at age 50, several birthdays and "half-birthdays" are critical to understand because they have implications regarding your retirement income.

Kent McKee 10/25/23 Kent McKee 10/25/23

How Women Can Prepare For Retirement

Are You Prepared For a 20-Year Retirement?

Kent McKee 10/4/23 Kent McKee 10/4/23

Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes.

Kent McKee 9/6/23 Kent McKee 9/6/23

Tax Efficiency in Retirement

Will you pay higher taxes in retirement?

Kent McKee 8/17/23 Kent McKee 8/17/23

Choices for Your 401(k) at a Former Employer

One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹

Individuals have four choices with the 401(k) account they accrued at a previous employer.2

Kent McKee 7/6/23 Kent McKee 7/6/23

9 Facts About Social Security

Social Security's been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you.

Kent McKee 6/6/23 Kent McKee 6/6/23

Four Really Good Reasons to Invest

Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough.