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• 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.

• 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.

• How a 529 Plan Can Benefit You: Estate Planning and Wealth Transfer

  A 529 plan may offer multiple benefits as part of an estate planning and wealth transfer strategy.

• Five Keys to Investing for Retirement

  Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are just getting started.

• Aging with Financial Security: Practical Steps for Planning Your Parents' Finances

  There are often red flags you may notice that indicate your parents have reached a point where they need help with their finances

• Retirement Annuities Explained: What They Are and How They Work

  Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio.

• 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.

• 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.

• How Charitable Giving Can Bolster Your Estate Plan Before the Tax Cuts and Jobs Act Sunsets

  In 2017, the passing of the Tax Cuts and Jobs Act (TCJA) offered many different taxpayers a variety of benefits including changing deductions, depreciation, expensing, tax credits, and other tax-related items.

• A Retirement Countdown Checklist: 5 Steps to Consider Before Retirement

  Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do for health insurance? Here, you’ll find a useful countdown of the five biggest steps to developing a solid retirement plan.

• 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.

• Estate Planning and Asset Protection: Are They The Same?

  You may sometimes hear the terms "estate planning" and "asset protection" used interchangeably. They actually have different meanings, and it's important to incorporate both strategies into future financial plans.

• Tariffs, Turmoil, and Tinsel

  Navigating the Holidays During Economic Uncertainty

• 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.

• 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.

• Do I Need Life Insurance in Retirement?

  You work your entire life with the hope that one day you may be able to retire when you choose and have the free time to take advantage of all of the social activities, travel, and hobbies you couldn’t do regularly with the responsibility of a career and providing for your family.

• 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.

• Overcoming Market Uncertainty: Financial Strategies for Retirement Savers

  Learn strategies to manage retirement savings during market uncertainty, inflation, and shifting interest rates.

• Understanding Tax Filing Options: Which One is Right for You?

  Nowadays, when it comes to filing your taxes, there are numerous options.

• Caring For Your Family Members While Preparing For Retirement

  The newest generation of upcoming retirees is facing a more unique and prominent dilemma than past generations have experienced: caring for family members at the same time they’re preparing for retirement.