News Room

Empowered. That’s how we want you to feel about your future. We give you the information you need to make wise decisions about your wealth and health.


Retirement: A Storm is Coming

Publication: The Street

With interest rates at historic lows, the question isn’t if but when inflation will threaten your retirement. Jeannette Bajalia explains why inflation is a risk to your retirement savings – and what you can do mitigate it.

Read More

Wise up women: Don’t go broke

Publication: News 4 Jax

It’s not just a financial life – it’s a life plan. Jeannette Bajalia shares her personal story and how she uses it to help other women create a better future for themselves.

Read More

Tips for Tweaking Retirement Accounts After the Selloff

Publication: Wall Street Journal

What should you do to maximize your 401(k) after a market downturn? Find out how minor tweaks to your 401(k) can lead to more money in retirement income.

Read More

Social Security Benefits for Surviving Spouses

Publication: Tribune Content Agency

What will happen to your Social Security benefits when you die? Jeannette Bajalia explains the options.

Read More

Wall Street Wreck, Coronavirus and Oil Prices Hit Hard

Publication: WWD

Jeannette Bajalia answers the question, “What’s next?” after the coronavirus and an oil price war took the markets – and Americans – on a wild ride at the beginning of 2020.

Read More

Signs You Aren’t Financially Ready to Retire

Publication: U.S.News & World Report

You’ve set a target date for retirement – but will you be ready when it gets here? Jeannette Bajalia shares her insights on the financial steps you should take before retirement.

Read More

The Secure Act Requires Your 401(k) Statement to Show Monthly Retirement Income. You Could Be in for a Surprise.

Publication: Barron’s

You may know the total amount in your 401(k) – but do you know how much that amount translates to in monthly retirement income? That information will soon appear on your statement.

Read More

4 Tax-Planning Tips as You Near Retirement

Publication: Newsmax Finance

Why is tax planning so critical for your future? Michael Macke, CFP® shares his tips for tax planning when you retire.

Read More

A Different MAGA Could Save Your Retirement

Publication: ValueWalk

Do you need to add an annuity to your retirement income plan? Maybe. Jeannette Bajalia explains why it might be a good idea.

Read More

Social Security Tips and Tricks for All: Divorcees, Widows, Older Workers, Teachers, More

Publication: Kiplinger

Figuring out when and how to claim Social Security benefits can be tricky. Jeannette Bajalia gives her advice about taking Social Security to Kiplinger.

Read More

4 Money Tips for Women

Publication: Newsmax Finance

When it comes to financial planning, women are less confident than men. Jeannette Bajalia tells Newsmax why it’s time for women to take charge of their money.

Read More

14 Financial Matters to Get in Order As Soon As You Know You’re Getting Divorced

Publication: Prevention

A divorce can cause chaos for your financial life. Jeannette Bajalia shares her tips for navigating the financial cost related to divorce.

Read More

How to Plan for Healthcare Costs That Could Derail Your Retirement

Publication: Newsmax Finance

How much money will you need to cover health care costs in retirement? Michael Macke, CFP® shares strategies you can use to plan and pay for health care as you age.

Read More

Rand Paul’s new bill would let Americans pay off student loan debt with 401(k), IRA savings. Here’s what that means

Publication: CNBC

Senator Rand Paul introduced a bill that would let Americans use retirement funds to pay for school. Is it a good idea? Jeannette Bajalia gives her thoughts.

Read More

No money to donate on Giving Tuesday? Here are 9 free ways to give back.

Publication: BETTER

It doesn’t take a lot of money to make a difference for someone else. Michael Macke, CFP® shares how gifting items you no longer use can benefit both you and the recipient.

Read More

Millennials to become richest generation – here’s what we all need to know

Publication: Global Trade

The U.S. will soon see the biggest generational wealth transfer in history. Jeannette Bajalia explains what steps to take to make the transfer a smooth one.

Read More

5 ways to put a little more money in your pocket starting today

Publication: Business Insider

Jeannette Bajalia gives ideas for increasing your income – without changing your lifestyle.

Read More

How to choose between a traditional 401(k) and a Roth 401(k)

Publication: CNBC

If you’re participating in your employer’s retirement plan, you may have more options than just a traditional 401(k). Jeannette Bajalia explains the difference between a traditional 401(k) and a Roth 401(k) – and shows you how to choose the right account type for you.

Read More

13 places everyone will be flocking to for retirement in the 2020s

Publication: Business Insider

Looking for the ideal place to retire? Jeannette Bajalia shares what factors should play into your decision about where to spend your retirement.

Read More

Making the Health-Wealth Connection

Publication: Growing Bolder

What is the connection between longevity and financial planning? Hear Jeannette Bajalia speak on how your health affects your wealth – and how money impacts total well-being.

Read More

You Don’t Have to Move to Florida in Retirement

Publication: MYMOVE

Baby boomers are reversing the trend of migrating to Florida in retirement. Jeannette Bajalia talks about why retirees are choosing to forego relocating and stay near their families.

Read More