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Leaving a job and not sure what to do with your 401(k)? Our complete IRA rollover checklist covers everything you need to gather, decide, and do to get it done right -- without triggering taxes or penalties. At Loftus Wealth Strategies, we guide clients through this process every day. Read the full article and download your checklist.

April is Financial Literacy Month — and financial literacy matters just as much in retirement as at any other stage of life. Terms like RMDs, sequence of returns risk, and Medicare IRMAA aren't just jargon. They're concepts that directly shape your tax bill, your Medicare premiums, and how long your money lasts. At Loftus Wealth Strategies, we believe an informed client makes better decisions. Read the full article to learn the five terms every retiree should understand.

AI stocks are surging -- and a familiar question has returned: is this an AI investing bubble? History has important lessons here, and the answer isn't simple. At Loftus Wealth Strategies, we help clients across Delaware and Northeast Florida stay invested with discipline rather than react to hype. Read the full article for our perspective.