Rockford Retirement Planning Inc.

06/03/2026

June is Annuity Awareness Month! Let’s take a look at how annuities work and how they might be able to play a part in your retirement income strategy:

In honor of Annuity Awareness Month, this article provides insight into annuities and how they may fit into a retirement income strategy. Annuities may seem complex, but with a clearer understanding of their basics, types, and role in generating retirement income, one can assess whether they are

05/27/2026

This Friday is 529 Day! Get it? May 29th? 5-29? It’s a fun reminder to consider this education-focused investment tool and whether it might be helpful to you or your family.

Check out our breakdown of the 529’s advantages in this week’s blog!

May 29th is quickly approaching, so let’s celebrate 529 Day with a look at this unique financial tool and how it could help benefit you or your family. A 529 plan is a tax-advantaged investment account designed to help

05/20/2026

Have you ever considered what would happen to your lifestyle or retirement goals if you suddenly lost your paycheck? Disability insurance is a way to help protect your plans against unexpected illness or injury.

Read more here:

Disability Insurance: Widening Your Family’s Safety Net In modern America, the “traditional” household has undergone a significant transformation. Gone are the days when a single breadwinner was the norm; today, the dual-income household is the engine of the American economy. Families now rely

05/14/2026

Friday, May 15th, is National Senior Fraud Awareness Day, and in honor of that, we’ve created a quick look at some of the more prevalent scams out there today, how to recognize them, and what to do if you think you’ve been targeted.

Check it out here:

This Friday, May 15th, is National Senior Fraud Awareness Day. This day is dedicated to shedding light on pervasive crimes that have cost older adults billions of dollars in recent years. In 2024, scams reported to

05/08/2026

The Administration for Community Living (ACL) celebrates Older Americans Month each May, and for 2026, the theme is “Champion Your Health.” Check out our blog to learn some ways to incorporate healthcare planning into your overall retirement strategy and why it’s important!

Every May, the Administration for Community Living (ACL) celebrates Older Americans Month (OAM) to recognize older Americans’ contributions, examine aging trends, and demonstrate the commitment to serving older adults. In step with that cause, we’re taking this time to honor older Americans by

05/06/2026

𝗗𝗢𝗡'𝗧 𝗠𝗜𝗦𝗦 𝗢𝗨𝗧!

Owner & Founder of Rockford Retirement Planning, Tony Filippone, joins WIFR's Morning Blend to invite you to 𝑹𝒆𝒕𝒊𝒓𝒆 𝑯𝒂𝒑𝒑𝒚! Sign up for 𝑻𝒉𝒆 2-𝑵𝒊𝒈𝒉𝒕 𝑩𝒍𝒖𝒆𝒑𝒓𝒊𝒏𝒕 𝒕𝒐 𝑺𝒕𝒐𝒑 𝑾𝒐𝒓𝒓𝒚𝒊𝒏𝒈 & 𝑺𝒕𝒂𝒓𝒕 𝑳𝒊𝒗𝒊𝒏𝒈!, where Tony will break down: taxes in retirement, Social Security claiming options, estate planning, and investment fundamentals for the future... and more!

𝗪𝗛𝗘𝗡? Two-Night Session, Wednesday, May 20th & Wednesday, May 27th at 6:30pm

𝗪𝗛𝗘𝗥𝗘? Northern Illinois University Rockford Conference Center

𝗦𝗽𝗼𝘁𝘀 𝗮𝗿𝗲 𝗹𝗶𝗺𝗶𝘁𝗲𝗱! 𝗦𝗶𝗴𝗻 𝘂𝗽 𝗻𝗼𝘄: https://go.retiringeducated.com/course-registration-7096

04/30/2026

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04/28/2026

This Financial Literacy Month, we are here to remind you that when you take the time to understand your finances, the benefits go far beyond just dollars and cents. Improved money habits, better debt decisions, and increased confidence in your day-to-day choices are just a few of the ways financial literacy can benefit you. Swipe through to learn more.

Want to discuss your unique financial goals with one of our professionals? Call us today to schedule an appointment.

04/27/2026

If you’re someone who loves history or is just interested in how your own story fits into the larger human narrative, researching your ancestry offers a meaningful way to connect with the generations that came before you and leave a legacy beyond finances for those coming after. Check out our blog for some ideas on how to get started.

Genealogy can be a truly fascinating hobby, and uncovering your family’s history can bring the past to life in a fresh and personal way. If you’re someone who loves history or is just interested in how your own story fits into the larger

04/21/2026

As April unfolds, we're reminded that this season is all about quiet strength and fresh beginnings. 🌸

Growth doesn’t always look the same for everyone; sometimes it’s loud and proud, and other times it’s quiet and steady. No matter where you find yourself this month, growing with grace can help you move forward with purpose and peace.

Here’s to embracing change, nurturing what matters, and showing up with grace right where you are.

What are you hoping to grow or cultivate this April? Share with us in the comments!