Haddon Wealth Management, LLC

09/01/2026

Changed jobs or preparing for retirement? Don’t forget about the retirement account you left behind. An old 401(k), 403(b), or 457 plan may still be an important part of your retirement picture, and there are several ways you may be able to handle it. Understanding your options is an important first step toward making an informed decision.

Compare 5 options for an old employer retirement plan.

08/28/2026

Some of the most important parts of a portfolio are also the easiest to overlook. Fees. Taxes. Withdrawal order. Beneficiary designations. Income planning. Risk exposure. A portfolio review can help determine whether these pieces are working together or quietly pulling your plan in different directions.

Your portfolio is more than a performance number.

08/27/2026

Retirement isn't just about reaching a number.

It's about creating a plan that supports the life you want for years, or even decades, after your career ends.

From healthcare costs to income strategies, planning ahead today can make a meaningful difference tomorrow.

Read our latest blog to learn more.

https://www.haddonwealthmgt.com/blog/longevity-retirement-what-you-should-know

08/26/2026

Longer life expectancies are changing what retirement looks like. With more years to plan for, your income and savings may need to go further than you initially expected. This also means your financial strategy should be built to support an extended retirement. Swipe to learn more.

If you have questions about your retirement strategy or want to ensure your plan is built for the long term, contact us today. We are here to help.

08/21/2026

Your investment portfolio should reflect more than what performed well last year. It should reflect your goals, time horizon, income needs, tax considerations, and comfort with risk. A portfolio that worked five years ago may not be the right portfolio for where you are today. Regular reviews can help identify areas that deserve a closer look.

This checklist shows you the difference.

08/20/2026

Did you know that most Americans underestimate their own life expectancy?

That misunderstanding is called ”longevity literacy,” and it can have a major impact on retirement planning.

The better you understand how long retirement may last, the better prepared you'll be for whatever the future holds.

https://www.haddonwealthmgt.com/blog/longevity-retirement-what-you-should-know

08/19/2026

Planning for retirement comes with a lot of assumptions, but not all of them hold up. Understanding what’s fact versus fiction can make a meaningful difference in how you prepare for the future. Swipe through for a few retirement myths and the realities behind them.

If you have questions about your retirement strategy or want to explore your options, contact us today. Our team is here to help you build a plan designed for your future.

08/14/2026

Checking your account balance is not the same as reviewing your portfolio. A thoughtful review looks at how your investments work together. Are you taking the right amount of risk? Is your withdrawal strategy tax efficient? Are your beneficiary designations current? Does your portfolio still support your timeline? The details matter, especially when major financial decisions are ahead.

The years around retirement are when alignment matters.

08/13/2026

One of the biggest retirement risks isn't market volatility.

It's underestimating how long you may live.

Planning for a longer retirement means thinking beyond your savings. Healthcare, inflation, guaranteed income, and quality of life all deserve a place in your financial strategy.

Learn more in our latest blog.

https://www.haddonwealthmgt.com/blog/longevity-retirement-what-you-should-know

08/12/2026

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most effective ways to build wealth. If recent market volatility has you questioning your strategy, you are not alone. Swipe through for a few important reminders about why staying invested matters.

If you have questions about your current investment strategy or want to ensure you’re aligned with your long-term goals, call us today. We’re here to help you stay focused on what matters most.