News Room

From tax law changes and national events to new rules about retirement, we share the headlines that could impact your money – and your retirement.


Tips for Tweaking Retirement Accounts After the Selloff

Publication: The Wall Street Journal

Should you make adjustments to your 401(k) right now? Find out why it might be better to just leave it alone for the time being.

Read More

Retirement: A Storm is Coming

Publication: The Street

With interest rates at historic lows, the question isn’t if but when inflation will threaten your retirement. Jeannette Bajalia explains why inflation is a risk to your retirement savings – and what you can do mitigate it.

Read More

I’m 40, will get a pension and have $60,000 saved for retirement. Should I borrow from it to pay off $17,500 in credit card debt?

Publication: MarketWatch

Does it ever make sense to borrow from retirement to pay off current debt? Michael Macke, CFP® weighs in.

Read More

Dow closes in a bear market for the first time since 2009 – here’s what that means

Publication: CNBC

As the coronavirus spread across the U.S., the Dow ended a decade-long bull market in March 2020. Michael Macke, CFP® shares what that means for investors.

Read More

The Secure Act Requires Your 401(k) Statement to Show Monthly Retirement Income. You Could Be in for a Surprise.

Publication: Barron’s

Many investors think they’re saving more than they actually are for retirement. Your 401(k) statement could soon reveal the truth.

Read More

4 Tax-Planning Tips as You Near Retirement

Publication: Newsmax

Taxes are one of the biggest costs for many retired Americans. Michael Macke, CFP® shares his four tips for keeping more money in your pocket.

Read More

How to Plan for Healthcare Costs That Could Derail Your Retirement

Publication: Newsmax

How much will you need to cover health care costs in your later years? Michael Macke, CFP® explores how health-related expenses could derail your plan for retirement.

Read More

No money to donate on Giving Tuesday? Here are 9 free ways to give back

Publication: NBC

Want to give to others but strapped for cash? Get creative with these nine ideas for inexpensive ways to give.

Read More

Social Security Timing Should Be Part of Larger Financial Plan

Publication: Kiplinger

When is the right time to tap into your Social Security benefits? Michael Macke, CFP® explores the importance of knowing when to start taking Social Security income.

Read More

Making the Health-Wealth Connection

Publication: Growing Bolder

What is the connection between longevity and financial planning? Hear Jeannette Bajalia speak on how your health affects your wealth – and how money impacts total well-being.

Read More

You Don’t Have to Move to Florida in Retirement

Publication: MyMove.com

Baby boomers are reversing the trend of migrating to Florida in retirement. Jeannette Bajalia talks about why retirees are choosing to forego relocating and stay near their families.

Read More

To Retire Safely, Make Smart Spending a Priority Along With Saving

Publication: Kiplinger

Michael Macke, CFP® defines “smart spending” – and how can it positively impact your retirement.

Read More

5 Ways to Plan Ahead for Rising Health Care Costs

Publication: Kiplinger

Health care costs are on the rise. Will you be able to cover expenses related to an unexpected health care event? Michael Macke, CFP® provides five ways to plan ahead for rising health care costs.

Read More

What’s all the hype about retirement?

Publication: Ponte Vedra Recorder

Jeannette Bajalia discusses the need for retirees to have a thorough, well-thought-out financial plan to avoid running out of money in retirement.

Read More

Book Review: ‘Planning a Purposeful Life: Secrets of Longevity”

Publication: St. Augustine Review

The St. Augustine Review profiled Jeannette Bajalia’s book: Planning a Purposeful Life: Secrets of Longevity.

Read More

Ponte Vedra author reveals ‘secrets of longevity’

Publication: Ponte Vedra Recorder

The Ponte Vedra Recorder featured Jeannette Bajalia’s book: Planning a Purposeful Life: Secrets of Longevity.

Read More

Retirement planning for women

Publication: Investment News

Women often feel insecure about their financial decision-making abilities. In this article, Jeannette Bajalia provides input about how women can make informed financial decisions.

Read More

Planning for longevity: The wisdom of the ages

Publication: Market Watch

Have you ever stopped to wonder what happens if you live longer than you expect? Jeannette Bajalia talks about how more people are joining the 100+-year-old club – and how longevity affects financial planning.

Read More

Wise women and widowhood

Publication: Chicago Tribune

Women are more likely than men to be widowed, leaving many women vulnerable to financial crisis in their later years. Jeannette Bajalia shares her thoughts about women and widowhood in this Chicago Tribune article.

Read More

Social Security Isn’t Lifestyle Insurance: 8 Financial Survival Tips

Publication: Newsmax

More people are relying on Social Security as a major source of retirement income. Jeannette Bajalia explains why that could be a problem for retirees.

Read More

Importance of Planning for Life’s Unexpected Emergencies

Publication: One Cent at a Time (blog)

Unexpected life events can set you back financially – both now and in retirement. Jeannette Bajalia shares her personal story about how unexpected crises shaped her life.

Read More