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Does an annuity fit your retirement goals?
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...
June 13, 2023
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...
January 25, 2023
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...
January 25, 2023
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...
January 24, 2023
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...
October 17, 2022
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...
September 26, 2022
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...
August 30, 2022
Common Financial Pitfalls of High-Income Earners
By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® Some people might think high-income earners have it easy when it comes to saving money, but that’s not necessarily the case. Sure, with a higher income you might have...
August 2, 2022