Jason Durity

As we celebrate Pay Your Bills Week from February 2 to February 8, it’s the perfect time to reflect on the financial challenges many retirees face when transitioning from a paycheck-driven life to relying on savings and investments. For countless individuals, retirement signals the end of a steady, predictable income stream — the salary or […]

More than ever today, financial advisors need a strong online presence to attract and retain clients. It’s all well and good to have a business model and a brand that differentiates you from the competition, but if other advisors are more visible, appealing and engaging than you are online, then they’ll still have a competitive

If you were to ask a group of people, “What is the most important goal of a retirement plan?” most would probably answer, “To help ensure that you never run out of money.” But if you were to ask the same group, “What is the key to achieving that goal?” you’d probably get a variety

Retirement planning requires a strategic shift as you approach your golden years. Early in your career, the focus is on growth — maximizing savings, investing heavily, and building wealth for the future. But as retirement gets closer, the strategy must evolve. It’s no longer just about accumulating more. It’s about protecting what you’ve built and

We all hope to achieve our “dream” retirement. But hoping isn’t enough. Nor is simply saving a lot of money. As any successful person can tell you, the surest way to make your dreams come true is to have a true strategy. And when it comes to retirement income planning, that means a strategy characterized

Retirement is that chapter in life we dream about — the ultimate freedom to enjoy family, pursue passions, and finally relax. Yet, even as we work towards that goal, it’s surprisingly easy to make small planning missteps that could have huge consequences later on. These common mistakes can chip away at the lifestyle you envisioned

Plans and goals for retirement may vary from person to person, but there is one thing most everyone wants during their retirement years: peace of mind. You want your retirement to be as stress-free as possible, specifically when it comes to money. But how do you achieve that goal? The answer boils down to one

401k, 403b, IRA, Roth IRA… Your retirement savings options can get confusing. I’m here to help. Choosing the right type of plan to help save and grow your money for retirement is important, but it can also be a challenge. In today’s blog, I’ll cover the pros and cons of your 401(k); simple IRAs versus

Now that congress has passed more changes to the laws around retirement planning, what does it mean for your plan? On March 29th, the House of Representatives voted almost unanimously in favor of passing the SECURE Act 2.0 – an expansion of the original 2019 SECURE Act. The new bill — which is expected to

When you’re spring cleaning your house and yard this year, don’t forget your finances. Just as your house doesn’t clean itself, your money can get messy if you ignore it – and even messy enough to jeopardize your retirement goals if you’re not careful. With that in mind, today I’m going to share some Financial