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Explore our articles to learn about potential ways you can optimize your finances heading into retirement.

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Maintaining Financial Stability Amid Uncertainty

By Jason LaBarge, Financial Advisor and President of LaBarge Financial Between an assassination attempt on a former president, the current president announcing he won’t pursue a second term and stock market volatility, there’s a high level of economic uncertainty in the air. A recent survey revealed that over 40% of Americans are experiencing feelings of…

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Estate Planning: Protecting Your Family from the Unthinkable

By Jason LaBarge, Financial Advisor and President of LaBarge Financial My father passed away in November of last year. It was a devastating moment to lose someone my family and I admire so much. Fortunately, my father had things in place, making the process easier. That is not the case with everyone. Only 32% of…

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Beyond the Money: How to Achieve Your Ideal Retirement Lifestyle

By Jason LaBarge, Financial Advisor and President of LaBarge Financial When it comes to retirement, many worry about money. “How much money will I need? How will I even save that much? What if I run out of money?” are questions I hear all the time. Money can easily dominate the conversation. While creating a…

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To Roth or Not to Roth, That is The Question

By Jason LaBarge, Financial Advisor and President of LaBarge Financial The average American worker feels they need almost $1.5 million to retire comfortably, and at least one study says here in Maryland you need a minimum of $1,120,208. “How do I even save that much money?” is a common question I hear. Saving in IRA’s…

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Helpful Ways to Choose the Right Financial Advisor

By Jason LaBarge, Financial Advisor and President of LaBarge Financial The relationship between many people and their finances is troubling: More than half of Americans say they feel way behind where they should be with their emergency savings, almost 80% have admitted to feeling anxious about their financial situation and thanks to the worsening retirement…

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Avoid Election Hype to Help Protect Your Finances

By Jason LaBarge, Financial Advisor and President of LaBarge Financial The stage is set for another Biden-Trump showdown in the 2024 U.S. presidential election. While there might be mixed reactions about the rematch itself, there is some concern among investors about what will happen with the stock market. Over half of surveyed investors say they’re…

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AI is Here to Stay

Using AI to Level Up Your Financial Literacy Alexa, what’s the temperature right now? Hey Siri, set a timer for 10 minutes. Many of us enjoy the conveniences that AI-powered assistants provide us with everyday tasks. We love that Alexa and Siri can set a timer for us so we don’t burn our dinner or…

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Retirement Checklist

So, you want to retire? Congratulations! That is the first step. Where do you want to go from here? As a retirement planner, you might imagine creating this pathway is in large part of what I do. It starts with reviewing your investment needs with your financial advisor. If you do not already have one,…

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2024 Key Market Issues

3 key issues are impacting the market in 2024: the election, interest rate changes and military campaigns throughout the world. Are any of us ready for another Presidential election? I am not even referring to the candidates either. I am just referring to the election itself, the campaigning, and the aftermath. What impact will the…

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