Matthew Dean, Financial Advisor, MassMutual

10/28/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

10/27/2026

Retirement planning should be about more than whether your portfolio is performing well.

As retirement approaches, the questions often get bigger:
• Are we spending from the right accounts first?
• Have we planned for healthcare costs?
• What happens if one spouse needs long-term care?
• Do our estate documents work the way we think they do?
• Should we carry debt into retirement?

For many successful individuals and couples, the issue isn’t that their investments are being ignored. It’s that the rest of their financial life hasn’t been fully connected.

Shane Tenny shares a story about a couple who thought they simply needed a second look at their retirement readiness. What they discovered had very little to do with investment selection and much more to do with the planning conversations that had not happened yet.

Read the full article:

Retirement planning is more than portfolio management. Learn five areas your advisor should help address before you retire.

10/27/2026

U.S. stocks ended last week mixed as investors moved away from technology and communication services and toward more defensive areas of the market. Treasuries gained on safe-haven demand, while inflation concerns persisted and elevated borrowing costs continued to pressure housing. Dive into this week’s market perspective for more analysis and key takeaways.

10/13/2026

Open enrollment is an opportunity to review more than just health coverage. From savings accounts to retirement contributions, your benefits can have a bigger impact on your financial future than you might think. Before you click “submit,” let’s make sure you’re getting the most from what’s available to you.

10/12/2026

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written plan and even fewer work with a financial advisor. Let’s meet and look over your retirement plan to make sure you’re prepared for what comes next.

https://bit.ly/4B3OPMt

10/06/2026

Happy to share that I have passed the NASAA Series 66 exam.

With now both the Series 7 and 66 complete, I am excited to continue learning and growing in this industry.

I'm looking forward to putting this knowledge to work by helping others make the right financial decisions for themselves.

I couldn't be where I am at today if it wasn't for the continued support of my wife, firm, family and friends.

Accomplishments are where the journey begins, not ends. I am excited for what's next!

09/30/2026

The best opportunities don’t always wait. Having a plan for accessing capital can help you act with confidence while supporting your long-term financial strategy. Let’s talk.

09/28/2026

Having a plan for your money is just as important as having the money itself. You can have several accounts, cash, a house with equity, good income, a strong brokerage account, and still have no idea how it all works together.

It's not always about just accumulating, it's necessary to think about assigning roles to the assets you accumulate.

Some need to grow, be accessible, produce income, protect you from selling other assets at the wrong time, setup with taxes in mind, used in emergencies etc.

This gets overlooked a lot. A plethora of accounts and assets but unsure about the why behind each one.

If each account/asset gets assigned a job and it's understood why you have it, your financial decisions become much easier. Structuring your wealth is all about making your wealth useful.

09/22/2026

Last week, markets navigated a challenging combination of renewed Fed tightening, rising Treasury yields, and persistent inflation concerns. Technology strength helped keep the S&P 500 near flat, while cyclical, small-cap, and rate-sensitive sectors lagged. Strong economic data supported growth but increased expectations for another rate hike. Read this week’s market perspective to learn more.

09/15/2026

When I ask "how are you diversifying for retirement" I usually hear pretty good answers.

A 401(k), an IRA, maybe a brokerage account, investments spread across sectors, using ETF's to limit unsystematic risk, a balance of equities designed for growth or stability.

Is this diversified though? Or does it just feel diversified?

To answer that, you must know why we diversify. We diversify to reduce loss. When we spread our money across assets with different correlations, we are ensuring that one economic change doesn't impact our entire portfolio.

September is life insurance awareness month, so it feels appropriate to bring awareness to how powerful your whole life insurance can be as a tool for retirement.

The cash value component of whole life is an overlooked, yet simple and effective method to increase your diversification in retirement.

You add a non-correlated layer to your retirement portfolio, an account that has guaranteed growth, regardless of what the market is doing.

Having that bucket to pull from in retirement when the market is down could be the stability and diversification your retirement plan needs.

The more options you give yourself in retirement, the less dependent you are on any one of them.