• All
  • 401(k)
  • Business Planning
  • Investment Planning
  • Market Updates
  • Protection Planning
  • Retirement
  • Wills/Trust
  • Working with a Financial Advisor

5 Simple Steps When Your Company Offers a 401(k)

By Christopher PriceCreated on April 11, 2023 This article will… Review five reasons to invest within a 401(k). Cover the Five steps to take when you are offered a 401(k) at work. A 401(K) can be...
Continue Reading »

Useful annuity terms to know

POSTED ON DECEMBER 16, 2022 By:  Chris Coburn Chris Coburn is an annuities expert at MassMutual. This article will ...Define what an annuity is.Provide a rundown of the types of annuities available.Take a look at some terms that get applied to the different...
Continue Reading »

Does an annuity fit your retirement goals?

POSTED ON JUNE 27, 2022 By:  MassMutual Staff Retirement income can come from a number of financial sources; some guaranteed, some not. Annuities are an option for people who want to bulk up the guaranteed income portion of...
Continue Reading »
Chris Price Video YT The Importance of Benchmarking Your 401(k) Plan

The Importance of Benchmarking Your 401(k) Plan (Video)

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® There are a number of challenges in running a business today. You have to create a great service or product, make sure your marketing and sales are effective, and...
Continue Reading »
Chris Price Video YT Common Retirement Mistakes and Ways to Avoid Them

Common Retirement Mistakes and Ways to Avoid Them (Video)

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® Making decisions leading up to and during retirement can be an overwhelming process. Having a trusted financial professional to review your retirement plan can help you avoid common mistakes—like...
Continue Reading »
2023-1_Fiduciary vs. Financial Advisor_ What Is the Difference_

Fiduciary vs. Financial Advisor: What Is the Difference?

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® Choosing a financial advisor can be a daunting task, as there are many titles and roles in the world of financial and retirement planning. It can be difficult to...
Continue Reading »
2022-10_Passing Your Family Business on to the Next Generation

Passing Your Family Business on to the Next Generation

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® Family businesses are a major component of the U.S. economy, contributing to 57% of the national GDP and employing 63% of the workforce. Yet only 13% are successfully passed...
Continue Reading »
Chris Price Video YT Is A Recession Likely

VIDEO: Is a Recession Likely to Hit? How We Watch Over Your Money

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P®Our world is very uncertain these days. No one likes this level of uncertainty, and the markets dislike it even more. Many economic leaders are predicting a recession is in...
Continue Reading »
What Florida Business Owners Need to Know About Retirement

What Florida Business Owners Need to Know About Retirement 

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® There are roughly 2.5 million small businesses in the state of Florida. (1) Small businesses are a powerhouse for job creation and keep our state’s economy booming, supporting about...
Continue Reading »