Matthew Corrigan

01/27/2025

The IRS has announced the cost-of-living adjustments (COLAs) applied to certain account contribution limits for 2025. Check out this helpful resource and let’s discuss what this means for you and your retirement goals.

10/01/2024

Last week’s Chinese stimulus measures led to significant gains in Chinese stocks, which in turn benefited several U.S. industries, such as materials and industrials. Check out our weekly market perspective and let’s talk about what this could mean for your portfolio.

03/19/2024

Let's talk about how this new perk could help to support your child's future goals.

https://www.msn.com/en-us/money/retirement/529-plan-beneficiaries-can-look-forward-to-this-perk-in-2024/ar-AA1j4U0R.

01/29/2024

With lots of news around potential Fed interest rate cuts later this quarter and year looming, you might be wondering what impact this might have on your portfolio. Reach out to me to chat through your questions prior to making any moves.

01/17/2024

Now is the perfect time for a financial health check-up. Whether you have a plan in place or need help getting started, I’m here to help you stay on track.

https://bit.ly/425sSf4.

01/10/2024

It’s a busy time for New Year’s Resolutions… maybe you're getting a new gym membership?! Make sure your financial goals are front of mind too!

12/04/2023

The Age-Friendly Institute has found that the public and financial professionals have conflicting ideas about how much to save for retirement. Let’s talk about your plan and see if you’re on track.

https://bit.ly/3uHnKRJ.

11/20/2023

Tax season is coming to a close, but there is still some time to make “prior year contributions”. It is important to understand some key differences between a traditional IRA vs Roth IRA before doing so.

Use a comparison chart to learn how to save money for your retirement with traditional and Roth IRAs.

05/08/2023

Your financial professionals can help you decide on a personal life insurance policy and so much more. Contact us to find out how to secure your financial future for you and your loved ones. https://bit.ly/3zMENSb CRN202507-2779339

05/01/2023

It’s important to understand how much risk you’re willing to take to achieve your financial goals. Let’s talk through customizable strategies and solutions that can help meet your complex needs and work with a level of risk that you’re comfortable with. https://blog.massmutual.com/post/risk-profile-mmb.

03/13/2023

Did you know that Delaware is considered to be the most age-friendly place to retire in the US? Because retirement doesn't simply boil down to the assets you've saved over the years, MassMutual has partnered with the Age-Friendly institute to find the most age-friendly places to settle down for post-work life. https://bit.ly/3ZKo4tx.

01/20/2023

Choosing options that offer different tax advantages is just as important and beneficial as diversifying your investment portfolio! It can mean saving more and reducing income tax liability during retirement. https://blog.massmutual.com/post/wholelife-diversify-taxes.