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A portfolio set at 60% stocks ten years ago is probably closer to 75% today.

Nobody made that decision. The math made it — the winners grew into a larger share while everything else stayed put.

That matters more at 62 than it did at 45. You're no longer adding to the account; you're getting ready to draw from it. A bad year in that window doesn't get repaired by time the way it used to.

New article on what to do about it, including the option most people overlook: growth that participates when the market rises and credits zero when it falls.

When the Worst Case Is Still a Gain A decade of growth may have left you holding more market risk than you chose. A look at protecting the gains you have already earned as retirement approaches.

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!

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When it comes to saving, time can be even more powerful than money. ⏳

Here's a stat that surprises most people: starting just one decade earlier can have a bigger impact than tripling how much you contribute later. That's the magic of compounding — your money earns returns, and then those returns start earning too.

The earlier you begin, the more of the heavy lifting time can do for you. Here's a closer look at how it works:

Saving Early & Letting Time Work for You See how starting early—not saving more—can be the most powerful move you make for your long-term future.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

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Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

How Women Can Prepare For Retirement Are women prepared for a 20-year retirement?

We've refreshed our Market Overview page.

It now leads with a live world map of major index performance, alongside the real-time quotes, economic calendar, and market headlines that were already there.

If you like checking in on markets without bouncing between four different sites, it's all in one place.

Chamberlin Financial Inc. | Boca Raton, FL

Live Market Overview Live market data and top stories affecting the financial markets.

As complex as the details of taxes can be, the income tax process is fairly straightforward.

How Income Taxes Work A quick look at how federal income taxes work.

September is Life Insurance Awareness Month — a good time to take a fresh look at the policies you already own

Thinking about letting a life insurance policy lapse? It may be worth more than you think. Our free Policy Value Calculator gives you an estimate in a few minutes, no obligation

Life Settlements for Seniors | Chamberlin Financial A life settlement lets you sell your life insurance policy for more than its cash surrender value. See what your policy may be worth with our free calculator. Viatical Settlement Broker (0266)

September is Life Insurance Awareness Month — a good reminder to check in on something that's easy to put off.

Consider this: about 100 million Americans don't have life insurance, and 62% of those who don't say they know they need it. That gap between knowing and doing is where a lot of families are left unprotected.

This short video breaks down 5 facts that might change how you think about coverage. Worth a quick watch. 💙

Source: 2025 Barometer Study, Life Happens & LIMRA

Midland National | 5 facts for Life Insurance Awareness Month

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insurance. Whether you need to update your policy or find a new one, take this opportunity to learn more about life.

Several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.