Joseph A.Waked, Financial Services Professional, MassMutual Carolinas

03/06/2025

Have you heard of "financial infidelity?" It may be more prevalent than you realize, with 40% of Americans keeping financial secrets from their partners.

Financial discussions can be tricky, but ignoring them can lead to serious trust issues. Our blog and vlog explore what financial infidelity is, why it happens, and how to address it.

Learn more about financial infidelity and how to navigate these challenging conversations. https://bit.ly/4h8AdQJ

03/02/2025

When it comes to becoming disabled, perception isn’t always reality. As a result, many people do not protect their most valuable asset — their income. Use this video and talk to your clients about the reality of disability.

When it comes to disability income insurance your perception is not reality.

03/02/2025

Despite ongoing uncertainty around trade and tariffs, the U.S. economy continued to demonstrate strength, supported by healthy consumption and corporate earnings growth. Learn more with our weekly market perspective and let’s discuss the key takeaways.

01/27/2025

The IRS has announced the cost-of-living adjustments (COLAs) applied to certain account contribution limits for 2025. Check out this helpful resource and let’s discuss what this means for you and your retirement goals.

01/26/2025

Diversification is a key component to long-term investing growth and should be unique to your goals. Let’s talk about how we can help mitigate risk in your portfolio with customized strategies and solutions designed just for you.

01/26/2025

The goal: to protect your savings from taxes, inflation, and market volatility.
A potential solution: Rolling over some of your retirement assets into a fixed annuity. Let’s talk about how.

09/17/2024

Last week’s market upswing was driven by favorable economic indicators, such as consistent signs of easing inflation and a positive surprise in retail sales. Learn about more highlights with our weekly market perspective and reach out with any questions.

09/16/2024

What are the takeaways from the recent increase in gold value? Learn more with the latest market perspective by Chief Investment Officer of MassMutual Wealth Management, Daken Vanderburg, and let’s chat about diverse investment strategies through challenging markets.

Taking a look at the shiny metal and some of the dynamics that cause prices to move.

08/28/2024

As the saying goes, ‘It’s not what happens, it’s how you react.’ Check out the latest market perspective by Chief Investment Officer of MassMutual Wealth Management, Daken Vanderburg, and let’s discuss what to make of the recent volatility.

Capital markets are alive and well, albeit likely to be a bit volatile from time to time in the near term.

08/28/2024

Last week, capital markets were mostly stagnant, waiting for insights from the Federal Reserve's symposium in Wyoming. On Friday, Fed Chair Jerome Powell's speech provided some key takeaways for investors. Check out our weekly market perspective for the highlights and let’s talk.

04/15/2024

Estate planning isn’t just for the ultra-wealthy. Take advantage of some gifting tax limits expiring at the end of the year. Let’s connect.

https://blog.massmutual.com/planning/estate-tax-sunset.

02/15/2024

Annuities are a great way to allow your savings to grow tax deferred. Let’s discuss how to keep as much money in your pocket as possible.

https://bit.ly/3UH0jCH.

This video explains the benefits of tax deferral and describes the differences between a tax-deferred investment and one that is taxed each year.Tax deferral...