Radius Wealth

Come see us at Wi******er Town Day!!

Unexpected expenses are a part of life — whether it’s a medical bill, home repair, or job transition. Having an emergency fund in place can help provide stability and peace of mind when the unexpected happens.

🧐But how much should you actually save?

In our latest blog post, we break down how to determine the right amount for your emergency fund based on your lifestyle, financial goals, and personal situation.

Read more:

How Big Should My Emergency Fund Be? How much should you save for unexpected expenses? Learn how to build the right emergency fund for your financial situation with these tips and tricks!

Retirement often starts with something simple — a quiet morning and nowhere to be.

At first, it feels like a well-earned break.
And then the question comes: Now what?

At Radius Wealth Management, we believe retirement planning goes beyond the numbers. It’s about creating a life you feel confident stepping into.

Learn what to expect in your first year of retirement →
https://radiuswealth.com/blog/first-year-of-retirement-what-to-expect

Your estate strategy isn’t something you set once and forget. It should evolve as your life does.

😄 Major milestones—like marriage, children, career changes, or shifts in tax law—can all impact how your plan should be structured. Regular reviews help ensure your wishes are still reflected and your loved ones are protected.

In our latest blog, we break down how often you should revisit your estate strategy—and what to look for along the way.

Read more: https://radiuswealth.com/blog/how-often-should-you-update-your-estate-strategy

Big thanks to the Arlington Chamber of Commerce for hosting this weekend’s Health & Wellness event! We loved meeting and connecting with so many local business owners.

For years, historically low mortgage rates kept homeowners from moving. But new data suggests the “lock-in effect” may be easing as more buyers accept higher rates and reconsider their housing decisions.

https://radiuswealth.com/blog/is-the-mortgage-lock-in-effect-starting-to-break

New on the blog: https://radiuswealth.com/blog/new-retirement-contribution-limits-for-2026

Great food. Smart insights. Real solutions. 🍽️💡

Join Radius Wealth Management, T. Rowe Price, and TRA for a free Lunch & Learn on January 29th at 11:30 AM at Ruth’s Chris Steakhouse in Boston.

Designed for HR and benefits professionals, this session will cover how to better manage, optimize, and support your company’s 401(k) plan—while making your job easier.

🎟️ Free to attend
📍 Boston
📩 RSVP today!

https://www.eventcreate.com/e/smarter-retirement-plans-radius-wealth

This week is all about good food, smart conversations, and better ways to put your cash to work. 👏✨

Join us for our Lunch & Learn at Ruth’s Chris on January 8th & 9th.

https://radiuswealth.com/events-and-resources/events

Dating someone new? Don’t forget to address these 4 money topics. 📈

https://radiuswealth.com/blog/4-financial-red-flags-when-dating-someone-new