Novem Group - Adam Morgan

05/02/2026

One of the most common questions in financial planning:
“Am I on track for retirement?”

Age-based savings benchmarks can offer helpful perspective on where you stand and where you may want to adjust your strategy.

Compare your balance against this Wall Street benchmark, tailored by age and income level, to see if you're truly ready for retirement.

05/01/2026

Start planning for your future today!

It's never too early to save for retirement. The earlier you start, the more time your money has to grow through compound interest! 💰

Remember, small contributions can lead to significant savings over time!

04/20/2026

Moving near grandkids in retirement may seem appealing, but it can have drawbacks.

Consider the impact on your social life and established routines. A new location might lack familiar friends and activities, leading to feelings of isolation.

Additionally, housing costs and local taxes could surprise you. Weigh these factors carefully before making a decision! 🏡

Thinking of moving near the grandchildren in retirement? Before you pack up your bags, you may want to think again.

04/17/2026

Secure your future with personalized financial services. Explore our options for retirement planning, portfolio analysis, and insurance coverage with Novem Group!

04/15/2026

When it comes to financial priorities, one rule often stands out:
Secure your own retirement before helping fund someone else’s future. Balancing generosity with long-term financial security is a conversation many families face.

Should we fund a 529 plan or focus on our retirement? We asked wealth professionals for advice.

04/13/2026

Thinking about retiring early? This article shares eye-opening stats on why many people leave the workforce before full retirement age — from health and stress to layoffs, lifestyle goals, and why planning ahead matters 📊

Most people retire early, leaving the workforce before reaching their full retirement age (FRA). Maybe you should, too.

04/10/2026

Avoid these common mistakes for a smooth 2026 tax filing season. Stay informed and make your tax process hassle-free!

03/16/2026

Thinking about cutting back on your 401(k) contributions? 😬 That “small” change now could seriously shrink your retirement nest egg over time 💸

Thinking about reducing your 401(K) contributions? Here are six reasons why you might want to reconsider.

03/13/2026

Take control of your financial destiny by grasping the essentials of financial planning, covering everything from protecting assets to smart investments!

03/11/2026

It’s essential to strike a balance in retirement savings.

While saving excessively can provide peace of mind, it may lead to missed opportunities for spending on experiences and enjoyment today. Consider your lifestyle goals, investment strategies, and how you want to spend your retirement years! 💰

Your money may be better served outside of a retirement account.