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You’ve Built a Financial Future. Have You Protected It?

You’ve Built a Financial Future. Have You Protected It?

by Kenny | Oct 22, 2026 | Weekly Newsletter

Building financial security takes years of effort. You save, manage expenses, pay down debt, and make decisions with the future in mind. Each step helps create more options for yourself and the people you love. But there is another question worth asking: How would...
The Retirement Paycheck Problem: You’ve Saved for 30 Years. Now What?

The Retirement Paycheck Problem: You’ve Saved for 30 Years. Now What?

by Kenny | Oct 16, 2026 | Weekly Newsletter

For decades, you worked for your paycheck. In retirement, your money needs to start working for you. But will it be ready? Think about the last 30 or 40 years of your life. You got up, went to work, paid the bills, raised a family, and hopefully set aside money for...
Has Your Financial Plan Kept Up With Your Life? A Fall Checkup Before Year-End

Has Your Financial Plan Kept Up With Your Life? A Fall Checkup Before Year-End

by Kenny | Oct 9, 2026 | Weekly Newsletter

Life rarely changes all at once. A new job brings a different benefits package. A growing family adds responsibilities. Retirement moves a little closer. Everyday expenses gradually take up more of the budget. Individually, these changes may seem manageable. Together,...
7 Year-End Financial Moves to Consider Before December 31

7 Year-End Financial Moves to Consider Before December 31

by Kenny | Oct 2, 2026 | Weekly Newsletter

As the year begins to wind down, your financial plan deserves a year-end review too. The final few months of the year can be an important time to evaluate retirement accounts, taxes, insurance coverage, income needs, and other financial decisions that may affect both...
You’ve Worked Hard to Build Your Future. Is Your Financial Plan Keeping Up?

You’ve Worked Hard to Build Your Future. Is Your Financial Plan Keeping Up?

by Kenny | Sep 24, 2026 | Weekly Newsletter

A new home. A growing family. A career change. Retirement getting closer. Life rarely stays the same for long. Yet financial plans and insurance policies can sit untouched for years—even as the people and priorities they were designed to support change. You may be...
Could Your Retirement Plan Handle a Change of Plans?

Could Your Retirement Plan Handle a Change of Plans?

by Kenny | Sep 15, 2026 | Weekly Newsletter

You may have a clear picture of retirement: more time with family, a few trips you have been putting off, and the freedom to spend your days doing what matters most. But a retirement plan also needs room for the things you cannot schedule. An unexpected home repair. A...
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  • Health Savings Accounts and IRA Rollovers: Today’s Slott Report Mailbag
  • You’ve Built a Financial Future. Have You Protected It?
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  • Medicare Changes for 2027: 7 Things You Need to Review Before Keeping Your Current Plan
  • 5 Things to Know About HSAs at Age 65
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  • Can My Terminally-Ill Client Qualify For a Penalty-Free IRA Withdrawal?: Today’s Slott Report Mailbag
  • The Retirement Paycheck Problem: You’ve Saved for 30 Years. Now What?
  • Top 10 RMD Mistakes
  • Weekly Market Commentary

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