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MassMutual Blog: A Financial Wellness Library

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We’re committed to help you secure your future and protect the ones you love. That means helping you build the pillars of financial wellness, including retirement, investing, and family protection. This is your starting point.

 

Featured articles ...

You blew your budget on holiday gifts. Financial experts offer tips for paring down debt.
Tips to help you decide whether retiring in January or December is a better financial decision for you.
With financial planning, you have to crawl before you walk. Here are steps you can take today, this week, and this month to get started.

Retiring & Investing

Despite inflation and monetary policy headwinds, 2024 topped consensus expectations. But as we enter 2025, several questions remain.
A new law may mean a boost in payments for many workers and their spouses. There could be retroactive benefits from 2024 as well.
Both simple and complex rules can affect how much Uncle Sam takes when money from an annuity is distributed.

Insurance

We all like to think that illness, disability, and early death won’t happen to us or to our loved ones.
Many expats are unaware that any U.S. insurance they own, particularly permanent life insurance, may not be treated the same, tax-wise, as it would be if they still lived in the United States.
There are at least five needs you should address when sizing up a policy death benefit.

Planning

There are times when it might make sense to use your financial safety net, including a job loss, home repair, or unexpected medical bill.
Reduce college tuition costs by accelerating the time in the classroom and exploring alternative ways to earn credits.
These small moves could be the baby steps that lead to a stronger pace for your finances.

Work & Business

Both the SEP and SIMPLE IRA plans allow you to make contributions to your employees' retirement.
Retiring business owners should create a succession plan to protect their family and successor.
There are documents that should be properly prepared and questions that should be addressed ahead of time when it comes to a business’s future.

About MassMutual

How one financial professional helps wounded 9/11 veterans and their families get medical care and support in Washington, D.C.
Technology and traditions can help you stay connected.
How a MassMutual agency helps make a positive impact on its community by supporting surfing, yoga, and wellness programs.