What if My Child Doesn’t Go to College? Smart Ways to Use (and Not Waste) a 529 Plan
A 529 plan isn’t “use it or lose it.” From apprenticeships to K–12 tuition, student loan repayment, Roth IRA rollovers, and more, today’s 529s offer families surprising flexibility—even if college isn’t the chosen path.
Annuities: Things to Know Before You Buy
Annuities can offer income and stability—but details matter. Learn how commissions, surrender periods, fees, taxes, and simpler alternatives stack up so you can choose with confidence.
When Should I Take Social Security? (2026 Guide)
Deciding when to take Social Security is one of the biggest retirement choices. Explore the pros and cons of early vs. delayed claiming, break-even ages, health and financial considerations, and how to build a strategy that fits your life.
Money Mindfulness In Retirement
Money mindfulness helps you make intentional financial decisions for a stress-free retirement. Learn how to align spending with your values and create a sustainable financial future with expert insights from Fortress Financial Group
Why Your Credit Score Matters in Retirement
Your credit score impacts mortgage rates, insurance costs, and financial flexibility in retirement. Learn how to improve and maintain a strong credit score for a secure financial future with expert insights from Fortress Financial Group.
Financial Planning for Couples
Financial planning as a couple is key to long-term security. Learn how to align financial goals, budget wisely, invest strategically, and plan for retirement together. Discover expert tips from Fortress Financial Group to build a strong financial future. Read more!
Understanding Tax Gain Harvesting
Unlock the benefits of tax gain harvesting. Learn how to minimize taxes and boost your portfolio's efficiency today.
Understanding the Apple iPhone Stock App
Confused by the Apple Stocks app? This guide explains key features, financial metrics, and tips to turn it into your essential investing tool.
5 Things You May Not Know About Social Security
Think you know Social Security? Discover 5 hidden facts about benefits, taxes, spousal rules, and strategies to maximize your retirement income
Financial Moves to Make When a Grandchild Is Born
Celebrate your grandchild’s arrival with smart financial moves. From 529 plans to estate updates, secure their future with these impactful strategies.
Financial Resolutions for the New Year: A Guide for Individuals Nearing Retirement
Nearing retirement? Discover financial resolutions to boost savings, reduce debt, and prepare for a secure, confident future in the new year.
Building Wealth as a Mayo Clinic Employee
Maximize your Mayo Clinic benefits with our guide to building wealth, managing debt, and securing your financial future.
Smart Spending Strategies for Black Friday and Cyber Monday
Shop smarter this Black Friday and Cyber Monday! Learn budgeting tips, deal strategies, and secure shopping practices to save money and avoid overspending.
Mayo Clinic Pension: A Simple Guide (2026)
Understand the Mayo Clinic Pension Plan in 2025—eligibility, formulas, vesting, early retirement reductions, payment options, taxes, and what happens if you leave and return.
Financial Moves to Make Before Dec 31st
Boost your financial future before Dec 31! Maximize tax benefits, retirement contributions, and savings with this year-end checklist. Start the new year right.
Securing Your Digital Life
Protect your finances online! Learn to use strong passwords, enable MFA, avoid phishing scams, and secure devices. Stay safe in today’s digital world.
Elections and the Markets
Discover how elections impact the markets and why smart investing beats political worry. Take control of your financial future.
How Part Time Work Affects Social Security Benefits
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.
Mayo 403(b): A Simple Guide (2026)
The Mayo 403(b) helps you save with tax benefits and an employer match that grows with service. See who’s eligible, how contributions and Roth work, match tiers (50%/75%/100%), investment choices, loans/withdrawals, taxes, and key SPD references.
Travel Tips for the Retired Adventurer
Retired and ready to explore? Discover essential travel tips to savor every journey—pack light, travel slow, and let curiosity guide your adventures.