Insights for Wealth

  
 
  

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Two couples in their late 50s are on vacation, laughing as they leave the beach after a fun day.

Preparing for Retirement: What to Consider at 59½

Most birthdays come and go without much effect on your daily life. However, turning 59½ is a unique financial milestone.

July 1, 2026  | read icon 8 min read

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Retirement Readiness: Breaking Down Financial Planning

Are you truly retirement-ready — or just guessing? In this episode of Future Focus: A Financial Strategies Podcast, we’re breaking down financial planning and what…

June 2, 2026  | watch icon 29 min watch

A woman reviews her employer-sponsored retirement plan on her laptop and reviews simple steps she can take to help boost her plan.

5 Steps to Help Boost Your Employer-Sponsored Retirement Plan

When you think about retirement, what comes to mind? For some people, it’s freedom; more time with family, the ability to travel or finally pursuing…

May 7, 2026  | read icon 10 min read

A man in his 30s reviews his retirement resolutions on his laptop at home.

Three New Year’s Retirement Resolutions for Your Plan

January is all about fresh starts, when gym memberships spike, meal plans trend and personal goals take center stage. But what about your financial health?…

January 8, 2026  | read icon 6 min read

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Useful Retirement Planning Tips and Common Myths

Retirement planning can feel overwhelming, but it doesn’t have to be. In this episode of Future Focus, host Troy Branch talks with Jacob Messick from…

December 19, 2025  | watch icon 33 min watch

Three young professionals sit together in their workplace energetically brainstorming ideas for a project.

How to Maximize Your 401(k) Employer Match

When it comes to building long-term financial security, few opportunities have the same potential as your employer’s retirement plan match. Whether you're just starting your…

November 14, 2025  | read icon 7 min read

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What Happens When the Paycheck Stops in Retirement?

When most people think about retirement, they imagine a permanent vacation—but what happens when the paycheck stops in retirement? It’s not just a lifestyle change;…

October 17, 2025  | watch icon 28 min watch

A husband and wife in their late 60s are sitting happily together on a dock overlooking a lake at sunset enjoying their retirement years.

How a Flexible Retirement Plan Supports Stability

Retirement planning is evolving. As people live longer and markets remain unpredictable, you need financial strategies that offer both stability and flexibility. A recent study…

September 18, 2025  | read icon 8 min read


  
 
  

Showing 1-8 of 21