Maggi Tax & Wealth Advisors

06/17/2026

Getting laid off right before retirement can be both a financial and mental blow. Here’s how to bounce back.

Getting laid off right before retirement can be both a financial and mental blow. Here’s how to bounce back.

06/12/2026

Discover the best age to retire: pros and cons of retiring at 62, 65, 67 or 70.

Discover the best age to retire: pros and cons of retiring at 62, 65, 67 or 70.

06/11/2026

⚾ **Maggi Gives Back in Action!** ⚾

There’s nothing better than seeing our clients enjoy moments that create lasting memories — especially when it involves a day at the ballpark!

We were so happy to gift Rays tickets through our *Maggi Gives Back* program, and even happier to see these awesome photos from the game. 🙌

Thank you for sharing your experience with us — it’s why we love what we do. Supporting our clients goes beyond finances… it’s about giving back and celebrating life together. 💙

06/11/2026

Federal employees have unique retirement benefits, and understanding them is an important step in planning ahead. Start with a complimentary benefits analysis from Federal Educators.

Start your benefits analysis: https://bit.ly/4fTDOVN

06/10/2026

If you’re looking to ease into retirement, some good-paying jobs can be done on a part-time basis.

If you’re looking to ease into retirement, some good-paying jobs can be done on a part-time basis.

06/08/2026

National Best Friends Day reminds us that the best relationships are built on trust, honesty, and showing up when it matters most. Your financial life deserves that too.
A strong plan should help you feel supported through every stage of life.

06/05/2026

A recession shouldn't spell doom for your retirement goals. Here's how to position your nest egg to weather any economic cycle.

A recession shouldn't spell doom for your retirement goals. Here's how to position your nest egg to weather any economic cycle.

06/03/2026

Federal retirement comes with important questions. A complimentary benefits analysis can help federal employees better understand pension estimates, survivor benefits, health insurance options, and more.

Get a complimentary benefits analysis: https://bit.ly/4fTDOVN

06/01/2026

You might live three decades in retirement. Are you prepared?

You might live three decades in retirement. Are you prepared?

05/29/2026

This is an article about some of the top-rated methods used to create and follow a retirement savings plan.

Use these top-rated methods to create and follow a retirement savings plan.