Jasen R. Agee Financial Focus

Stories by this author

A retiree’s guide for National Retirement Security Month

COLA can sweeten retirement and health accounts

Can you benefit from a 529 plan?

When can you choose retirement?

529 plans: Underused but valuable

Strengthen your ‘threelegged stool’ for retirement

New limits expand 401(k), IRA opportunities

How should you respond to a bear market?

Market decline offers buying opportunities

How to be a good money manager in retirement

Will your money last as long as you do?

Don’t be surprised by Social Security taxes

Use your financial strategy like GPS

Women may need financial ‘catch-up’

Estate plans let you control your legacy

How can gig workers fill the benefits gap?

What should you do with a tax refund?

Watch out for tax scammers

What are your financial resolutions for 2022?

Maximize your charitable giving

Financial Focus: Financial tips for new veterans

Short-term investments offer liquidity – and more

What does retirement security mean to you?

Are your loved ones prepared to be caregivers?

Help grandkids prepare for the future

Ranking your goals: A smart move

Review your IRA, 401(k) beneficiaries

Is Roth IRA better for young workers?