Reaching Retirement: Now What?

You’ve worked hard your whole life anticipating the day you could finally retire. Congratulations — that day has arrived! But with it comes the realization that you’ll need to carefully manage your assets to give them lasting potential. Review your portfolio regularly Traditional wisdom holds that retirees should value the safety of their principal above […]

Helpful Retirement Savings Tips

Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans, and the unpredictable future of consumer prices, most people don’t even know where to begin. Here are some suggestions to help you get started. Determine your […]

Why have a Roth 401(k)?

Why have a Roth 401(k)?

Traditionally, employers only offered a tax-deductible 401(k) plan to their employees. But now, most employers also offer a Roth 401(k) plan.

Should Crypto Assets Be Used in a Retirement Portfolio?

As the world shifts and changes, so does the investment market and how you plan for retirement.  Lockheed Martin is made up of hundreds of thousands of employees ranging from just starting their career and receiving their first “real” income to those who are on their way out to enjoy retirement.  One thing that all […]

How the CARES Act and SECURE Act Affect your Finances

SWMG Weatherford Office

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Is an In-Service Rollover Right for You?

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Making Sense of Lockheed Martin’s 401(k) Investment Options

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