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While making resolutions may help you achieve easy short-term goals, they likely won’t help you weather complexities like inflation or economic uncertainty as you plan for your next chapter.

Are you confused by all those letters after your advisor’s name? Hundreds of financial designations exist around the world. When researching advisors, it’s important to understand what those letters mean.

Trust and communication are key to strong client-advisor relationships. However, changes can lead clients to reconsider their advisors. Let’s explore why these shifts occur.

The SECURE 2.0 Act has introduced significant changes to retirement savings rules, including a new Required Minimum Distribution (RMD) age and increased access to 401(k) plans for part-time workers.

To avoid a big tax surprise, you may need to change your mindset about tax planning. By being proactive and planning throughout the entire year instead of just at tax time, you can help maximize your benefits and minimize the surprises. 

It’s common to feel a sense of paralysis when you receive an inheritance. It can feel like the money still belongs to your loved one so you shouldn’t touch it. If you’ve received an inheritance, here’s the first thing you should do.

Overall, the rate of divorces in America is falling, but it’s increasing among couples age 50 and over. The divorce process has many moving parts, and you’ll want to consider working with a team of professionals.

If one of your New Year’s resolutions includes getting your finances in order, you may benefit from creating and maintaining a yearly checklist. A financial checklist can help you stay on top of your finances and make progress toward your financial goals.

In 1994, financial advisor William Bengen introduced the “4% rule,” a retirement planning guideline suggesting retirees can withdraw 4% of their savings annually. While foundational, evolving financial landscapes and the rule’s limitations highlight the importance of personalization, flexibility, and regular reassessment when crafting sustainable retirement strategies.

Few things turn a retirement plan upside down more than a divorce. You may be worried you will have to abandon your retirement plan if your 401K is divided in a divorce, and you very well may be right.

One of the top concerns for Americans in their 60s is how to fund their retirement. To help you enter retirement with confidence, consider a plan that addresses these five key areas. 

While divorce has long been associated with younger couples navigating the challenges of early marriages, a pattern is emerging, where couples are increasingly deciding to end their unions later in life.