Insurance Services

Advisory Services

Month: January 2026

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How to Protect Your Retirement Savings from Cyber Fraud

A 2024 Fidelity 401(k) data breach highlighted a growing risk facing retirement savers: Cybercriminals targeting retirement accounts. As hackers exploit phishing, social engineering, and call center weaknesses, we recommend investors actively monitor and protect their retirement accounts to avoid devastating financial losses. Why Retirement Accounts Have Become a Prime Cyber Target In August 2024, Fidelity… Continue reading How to Protect Your Retirement Savings from Cyber Fraud

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How to Build a Million-Dollar 401(k) in 2026

If you’ve been wondering what it takes to become a 401(k) millionaire, you’re not alone.  With retirement account balances hitting record highs in 2025, more Americans are proving that building a 7-figure nest egg is possible. According to Fidelity, “the number of 401(k) accounts with a balance of $1 million or more jumped to 654,000… Continue reading How to Build a Million-Dollar 401(k) in 2026

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401(k) Hardship Withdrawals Hit Record Highs

Recent data from Vanguard and Fidelity shows 401(k) hardship withdrawals at record highs as everyday costs rise and savings run thin. Understanding the long-term impact of pulling from your retirement and taking steps to build an emergency fund, can help you avoid setbacks and stay on track.   401(k) Hardship Withdrawals Are Rising Fast Data… Continue reading 401(k) Hardship Withdrawals Hit Record Highs