Jason Doi, Investment Adviser Representative, Fortis Lux Financial

04/08/2024

Avoid paying extra on your hard-earned nest-egg. Let’s talk through the tax advantages of retirement accounts and the penalties that could come with them. https://blog.massmutual.com/retiring-investing/retire-early-avoid-penalties.

07/10/2023

What Is a Roth IRA? Here’s how to avoid paying income tax on your investment gains.

Here’s how to avoid paying income tax on your investment gains.

01/02/2023

January is . Start out the new year by taking steps to improve your financial wellbeing.

12/19/2022

From our family to yours, may your holiday season be filled with happiness, health, and prosperity.

04/06/2022

I tell all my clients: an emergency fund is critical! It’s a core component of any financial plan and can keep you in the game, especially when adversity strikes. Let’s talk about your preparedness.

02/03/2022

Retirement today looks different than it did for our parents. Odds are, your retirement plan will look different, too.

Retirement income strategies to help maximize your income in today’s retirement realities.

01/24/2022

Markets go up AND down. In times of high volatility, take a breath, and take a look at the diversification of your portfolio.

Sudden market drops point up the value of long term investing horizons and diversification.

07/22/2021

Find out how to help build a solid investment strategy to help realize your goals—no matter what the market does.

Learn why diversification is so important to investing, and find out what it takes to make it work.

06/14/2021

Pay taxes now or later. Take a look at this article on how to choose the best retirement savings option for you.

There are several ways to save for retirement. Here's a breakdown of your choices and what they may mean for your situation.