Saving in a 401(k) is important—but withdrawals are taxable. This video explains why health care planning matters and highlights common considerations such as Medicare supplements, HSAs, and long-term care planning as part of a broader retirement strategy.

This video explains why estate planning goes beyond paperwork and highlights common considerations such as trusts, beneficiary reviews, and gifting strategies as part of a thoughtful legacy plan.

This video explains how different income sources, such as Social Security versus retirement account distributions, may be taxed differently—and why coordinated tax planning can play an important role in long-term financial decision-making.

Saving in a 401(k) is important—but withdrawals are taxable. This video discusses why balancing pre-tax, Roth, and after-tax assets may help improve flexibility in retirement.  Watch the video to learn about tax-aware retirement planning.

Do you have an old 401(k) from a previous employer? Many people do—and deciding what to do with it isn’t always straightforward. Different options may have different tax, investment, and planning implications. In this video, we discuss common considerations when reviewing an old 401(k) so you can make informed decisions and avoid unintended tax consequences.

Life insurance isn’t just about protection—it can also play a role in broader financial strategies. This video explores how modern policies may be used in retirement, legacy, and long-term planning discussions. Watch the video to learn how life insurance fits into financial planning.

Retirement income planning isn’t one-size-fits-all. Market volatility and inflation have changed the landscape, making diversified income strategies more important than ever. This video discusses how multiple income sources may help support long-term retirement needs.Watch the video to learn how income planning works in retirement.

Market swings can feel uncomfortable, especially without context. This video shares historical perspective on market volatility and explains why data and discipline matter more than fear-based reactions. Watch the video to gain perspective during uncertain markets.

Every financial decision affects multiple areas of your life—from taxes and investments to estate planning and retirement income. This video explains why an integrated planning approach can help you see the full picture. Watch the video to learn how comprehensive planning works together.

Meet Marty Higgins, CFP®, founder of Family Wealth Management in Marlton, New Jersey. Learn how an independent, fiduciary approach and a structured planning process can help families navigate life transitions, market changes, and long-term goals with confidence.

There’s no universal “retirement number.” What works for one person may fall short for another. Your lifestyle, health, goals, and legacy all matter. This video explains why personalized planning matters more than generic retirement benchmarks. Watch the video to explore how a customized retirement plan can provide clarity.

Choosing when to claim Social Security is a permanent decision that can impact your lifetime income. This video explores the key factors that may influence that choice, including age, health, and spousal considerations. Watch the video to better understand your Social Security options.

In this insightful interview, Marty Higgins, a seasoned financial advisor, shares invaluable financial planning advice tailored specifically for small business owners and entrepreneurs.

In this insightful video, Michael Einhorn, a Certified Divorce Financial Analyst joins Ed Winslow to discuss key financial considerations during and after a divorce.

Join Marty Higgins as he discusses the essentials of retirement planning and financial security for those with aging parents.

 For Ages 35–50:  Marty  Higgins covers the essentials of asset mapping, risk management, and insurance, offering key insights for families at the peak of their earning potential.

Senior Partner, Michael Einhorn discusses Breast Cancer Awareness and the value of having a Cancer Insurance Policy.

Marty Higgins has the answers to the questions that he has heard retirees ask during his many years of practice. If you are to sleep well, you need to be confident that your money is secure and that you will be all right, no matter what.