Roger Johansson, Financial Service Professional with Nylife Securities, LLC

09/04/2026

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help families save for college.

In 1996, federal legislation paved the way for states to offer 529 accounts — tax advantaged plans that allow families to save thousands of dollars for college. The investment accounts – now at 17 million with nearly $627 billion in assets – have transitioned from solely a college savings tool...

09/03/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

09/02/2026

The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're in control of their daily finances may be more felt than earned.

08/06/2026

For some people, the appeal of retiring abroad lies in the ability to live well for less than it would cost in the U.S. Adventure, lower costs, potentially lower healthcare costs and a richer life can all be yours overseas — but you have to nail the practical details first.

Adventure, lower costs, affordable healthcare and a richer life can all be yours overseas — but you have to nail the practical details first.

08/05/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
https://bit.ly/4fIXo5m

08/04/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/4btomgg

07/30/2026

Taxpayers may receive automatic IRS relief under a new system, but a key eligibility rule still applies.

07/29/2026

Medical care costs are an important part of retirement planning. Even with Medicare, out-of-pocket expenses can add up over time.

As people age, healthcare needs often become more frequent and less predictable, which can create ongoing financial pressure. Planning for these costs can help you feel more prepared for the years ahead.

Let’s talk about how healthcare expenses fit into your overall retirement strategy.

07/28/2026

Delaying Social Security reform could have negative effects on the bond market and the economy, new research shows.

Social Security's trust fund that helps pay retirement benefits is projected to run out in late 2032. New research finds that may pose serious economic risks.

07/24/2026

You're ready to get serious about money. But what kind of goals are realistic and important at this stage in your life?

You're ready to get serious about money in your 30s. These five goals can set up your future, and there are ways to reach towards them.