Haddon Wealth Management, LLC

10/14/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

10/13/2026

Two people can enter retirement with nearly identical savings and still experience very different outcomes. Why? Because retirement success isn’t only about how much you’ve saved. When market changes happen, your spending needs, and how your investments perform during retirement can all influence the journey. Same savings. Different futures. Understanding those differences can help you prepare for the retirement you’ve worked toward.

Even if they saved the same amount.

10/07/2026

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy or the elderly. It is something everyone should consider, no matter where they are in life.

Swipe through this month's quiz to test your estate planning knowledge and pick up a few important facts along the way!

If you have questions about estate planning or want to talk through your financial planning options, give us a call. We are here to support your financial journey.

10/01/2026

High interest debt can quietly pull money away from the goals that matter most. Paying it down can free up more of your income for saving, investing, and building the financial future you want. What is your next move?

Find the next layer in your Money Stack.

09/30/2026

Planning for retirement involves more than just saving; it requires a thoughtful approach to keep your investments growing. Our advisors are here to help you find that balance between risk and reward, ensuring your money works as hard as you do.

Let's set up a time to discuss how we can create a retirement strategy that aligns with your goals and keeps your future secure. Contact us today to start planning for tomorrow!

09/24/2026

Trying to tackle every financial goal at once can make progress harder to see. Start with the moves that create stability first. A stronger financial foundation can make saving, investing, and planning for future goals feel more manageable.

One step can support the next.

09/23/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

09/22/2026

What should you do with an old employer retirement plan? You may have several options, including leaving it with your former employer, moving it into a new employer's plan, taking a distribution, or completing a rollover. There isn't one answer that works for everyone. Understanding the advantages, tradeoffs, fees, tax considerations, and investment options can help you determine which path may fit your situation.

A few minutes now could save questions later.

09/17/2026

An emergency fund is not just money sitting in an account. It is breathing room when life changes unexpectedly. Having three to six months of expenses saved can give you time to adjust, make thoughtful decisions, and protect the financial plan you have built.

Some financial moves do more.

09/16/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.