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  • A Financial Checklist for Life-Changing Events

    When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning.

  • Retiring on Your Own Terms: 7 Ways You Can Work Toward an Early Retirement

    Many dream of working toward early retirement, but getting there generally doesn’t happen by accident.

  • 3 Moments in Life Where You Should Consider Consulting a Financial Professional

    If you've ever wondered why so many lottery winners (an estimated 70 percent) seem to blow through all their winnings so quickly, the answer often lies in two key traits: overconfidence and trusting the wrong people.1 The same holds true for many athletes, musicians, and movie stars—even a multi-million-dollar jackpot or contract isn’t likely to go far when you're purchasing multiple homes, luxury vehicles, and keeping a large staff of assistants on your payroll.

  • Know What You Are Worth Today to Map Out Your Financial Future

    It does not matter how much money you have today; you still must know the details of what you are worth. Understanding your financial situation can help you develop a retirement plan, pay down debt, draft a comprehensive estate plan and live with financial independence.

  • Year-End Financial Planning for Families

    Here’s a closer look at seven essential areas where reviewing may enable you and your loved ones to better navigate the path to financial success.

  • How to Navigate Buying a Home During High Inflation

    With rising housing prices and interest rates, you may feel pressured to jump on the carousel to avoid being left behind.

  • Navigating the 4 Phases of Retirement

    Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready?

  • 3 Ways Planning For Retirement is Like Planning For Summer Break

    For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can provide a similar level of freedom, but only if you've adequately prepared, planned, and saved. Below, we discuss three ways that planning ahead for your retirement can be like scheduling your summer.

  • Are You Retirement Ready?

    The key for many people in this generation is to provide guidance and support to their parents without derailing their own life and long-term goals. Here are some tips that may help.

  • 6 Retirement Tips for Surviving the Sandwich Generation Squeeze

    Adults caring for aging parents and children simultaneously have now become known as the "sandwich generation."  While each generation comes with its own array of financial challenges, the sandwich generation often feels a tight financial squeeze as they juggle the cost of care for their elderly parents with care for their children. Due to the financial strain, saving for retirement gets put on the back burner.

  • Thinking About Working in Retirement? Here's What to Consider

    If you're thinking about working in retirement, you must consider a few things before making your decision. As you get older, the question of when to collect Social Security retirement benefits and how your monthly payment may be impacted by working is essential. Here's what to consider before making your decision.

  • 5 Financial Bad Habits to Cut This Year

    When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck to paycheck.

  • Financial Independence for the Sandwich Generation

    The “Sandwich Generation” faces a lot of struggles. If you’re unfamiliar with this term, it describes a demographic where usually middle-aged individuals must support aging parents at the same time they’re raising children. This situation can create an emotional and financial strain.

  • Show Loved Ones You Care This Valentine's Day With An Updated Estate Plan

    Hopefully, you’re planning to give all of your loved ones plenty of affection this Valentine's Day. But what if you weren’t around? To make sure everyone is fully protected when you’re gone, you need an estate plan. This year, show everyone you care by making sure your plan is fully updated. Check out these tips to do this task properly.

  • Investing with Purpose: A Step-by-Step Guide to Creating an Investment Savings Plan

    Creating an investment savings plan (ISP) is essential for keeping you on track toward your goals and building wealth.

  • Spreading Holiday Cheer with Year-End Giving

    The holidays are nearly upon us – a time of giving, goodwill to others, and embracing traditions.

  • What to Know About Multigenerational Estate Planning

    Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children, perhaps incurring a hefty tax bill. Here are some ways to handle multigenerational estate planning so that the generations after you may keep these assets in the family.

  • Long-Term Care: Exploring Your Options

    With longer life expectancies for both men and women, it is likely that you or someone close to you will eventually need some type of long term care (LTC). You can start the LTC planning process by considering the following common options for receiving and funding care.

  • Year-End Tax Planning Considerations for Capital Gains

    Year-end tax planning can help investors manage their overall tax liability while seeking to manage investments for suitable tax outcomes. In this article, we explore four key tax planning areas for capital gains: what it is, tax law changes, tax efficiency, and offsetting capital losses.

  • Retirement Re-education: Back to School Time for Retirement Planning

    Now is the time to consider a ‘retirement re-education’ by reviewing your retirement plan and overall strategies to see if they still align with your greater plans and goals.