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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.

How confident are you in your own financial picture? Not just your account balances — but your actual retirement income number, your Social Security strategy, and what happens to your plan if markets drop 30% in year two. In honor of Financial Literacy Month, we're sharing the questions every retiree should be able to answer with clarity and conviction. At Loftus Wealth Strategies, clarity is the goal. Read the full article and see how many you can answer.

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.