As the year ends, take action on essential financial steps to maximize tax benefits and boost your savings. This guide offers a checklist of year-end financial moves, including maximizing retirement contributions, tax-loss harvesting, and planning for the new tax year.

With cyber threats on the rise, protecting your sensitive information has never been more critical. This blog post explores some best practices to enhance your security.

Curious how election results influence your investments? Discover why markets often move independently of politics, historical trends during election years, and how to make informed decisions without political bias. Read more to stay prepared this election season!

Learn how part-time work in retirement can affect your Social Security benefits and taxes. Understand the rules to avoid reductions and maximize your income.

Get a simple guide to the Mayo Clinic 403(b) plan, including contribution limits, employer matching, and investment options.

Retired and ready to explore? Discover essential travel tips to savor every journey—pack light, travel slow, and let curiosity guide your adventures.

Discover how to embrace the sweet spot where health and wealth converge, and start living the fulfilling, guilt-free life you've worked so hard to achieve.

Discover answers to common questions about retiring from Mayo Clinic, including benefits, timing, and financial planning tips

Discover how to identify and overcome money blocks to transform financial challenges into opportunities for growth and success.

We break down key financial market indices like the Dow, S&P 500, and NASDAQ, and explain why they matter for your retirement planning.

Explore 'Wheel of Fortune' with a financial twist! We cover how inflation affects prizes, letter strategies, and the tax implications of winning big.

When planning for retirement, choosing between active and passive funds is key. Learn the pros and cons of each in our latest blog at Fortress Financial Group.

Explore the differences between the Dow Jones and S&P 500, and learn how these indices impact your investment strategy.

This blog post delves into the basics of stocks and bonds, explaining their key characteristics, benefits, and risks.

Understand the key differences between mutual funds and ETFs to make informed decisions about your investment portfolio.

Learn how to plan for education expenses using a 529 plan, including tax benefits, contribution limits, and savings strategies.

Looking for a fun, low-impact sport to stay active in retirement? Try pickleball! Here's a quickstart guide to help you get started.

Tired of chores and errands stealing your precious relaxation time? Discover easy ways to buy back more hours for hobbies, travel, and enjoyment!

Confused about Mayo Pension options? Life only, term certain, joint and survivor annuities—it's a lot! Read our blog for a simple breakdown.

Discover essential retirement planning strategies, from saving early to managing income streams, to ensure a secure financial future.