Marc Laxer

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money management, budgeting, and making choices that align with priorities.

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/47dBaEW

Want to talk it through? Let’s connect.

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense of key drivers behind recent trends and their potential implications for investors. Register now: https://bit.ly/4ATNWG8

The moment life insurance becomes important isn't always predictable. That's why planning ahead matters. Let's talk about coverage options that can help protect what matters most to you.

Last week, stocks were mixed as technology gains offset broader weakness tied to rising interest rates. Treasury yields remained volatile, while softer labor and consumer confidence data reinforced expectations of slowing growth. For more key learnings, give our weekly market perspective a read.

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Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

Retirees with annuities have reported higher well-being than those with defined contribution plans. Let’s talk about how reliable guaranteed income can take the stress out of retirement.

Annuity Owners Value the Benefits of Lifetime Income | BlackRock Discover why annuity owners value lifetime income for financial security, peace of mind, and protection against market volatility and inflation.

U.S. markets moved higher last week as an AI-driven technology rally and lower oil prices outweighed a midweek bond selloff. The S&P 500 gained 1.2%, while rising Treasury yields reflected strong economic data and expectations for additional Fed rate hikes. Dive into this week’s market perspective for more analysis and key takeaways.

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Protect your business and shape your future. I can help.

Download this free guide to explore 4 ways long-term care can be paid for. [Link] Want to discuss your planning options? Reach out.

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