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• 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.

• 5 Milestones That Mean It's Time for a Life Insurance Review

  Obtaining a life insurance policy is part of being an adult. But it’s also something that you can easily neglect, especially if you obtained it earlier in adulthood.

• 6 Telltale Signs You're Not Saving Enough for Retirement

  Consider these six telltale signs to help you decide if today is the day you need to change your saving strategy.

• Family Wealth: Talking to Your Children About Inheritance

  Generational wealth involves financial planning, where parents or grandparents pass wealth to loved ones after they die.

• 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.

• Everyone Needs an Estate Plan—Even If You Are Single with No Dependents

  Estate planning is also significantly relevant for single individuals without children.

• How to Manage Your 401(k) Investments: DIY or Hire a Financial Professional?

  Managing 401(k) investments is crucial to planning one's financial future.

• Making Your Money Work for You Through Giving Strategies

  Part of the joy of making money and building wealth is not solely the aim to live a flexible life of convenience; it is also giving to those we love.

• 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.

• 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.

• 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.

• 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.

• Spreading Holiday Cheer with Year-End Giving

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

• 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.

• 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.