by lportee53 | Jun 30, 2026 | Blog
A brokerage window allows participants to invest 401(k) assets in options beyond the plan’s designated investment menu, although the exact investments available depend on the plan and provider. This guide explains what self-directed brokerage accounts are, how they work, their potential benefits and risks, and how to decide whether one belongs in your retirement strategy.
by lportee53 | Apr 29, 2026 | Blog
Today, we’re focusing on one of the most important retirement expenses: healthcare. As you enjoy 20, 30, or even 40 years of retirement, understanding how to pay for healthcare is essential to building a sustainable plan.
by lportee53 | Mar 19, 2026 | Blog
Today, we cover an important—but sometimes uncomfortable—topic: how to navigate financial conversations with aging parents
by lportee53 | Feb 11, 2026 | Blog
Today, we’re discussing how your physical health—fitness, nutrition, and mental well-being—can actually affect your financial wealth.
by lportee53 | Nov 26, 2025 | Blog
For this month’s post, we want to highlight a key reason why a team is important—they can coordinate different parts of your family’s risk planning through insurance and investments.
by lportee53 | Nov 4, 2025 | Blog
While an individual advisor may be experienced, knowledgeable, trustworthy, and skilled, they can’t compete with a full team of financial advisors working in tandem to help you meet your goals. Here’s are five reasons why working with a team of financial advisors can benefit you.