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Taxes often get attention only at filing time, but effective tax planning is a continuous, year-round process. By staying proactive, you can help reduce tax surprises, uncover valuable savings, and better align your financial decisions with long-term retirement and wealth-building goals.

Market volatility is inevitable, but how you react to it can make all the difference in pursuing your financial goals. Watch this insightful on-demand webinar that explores the psychology of investing during turbulent times, and review strategies designed to help maintain confidence and discipline in your portfolio.

Just like a routine health check, regularly reviewing your estate plan helps ensure it reflects your current life and wishes. Major life events and legal changes can impact your plan, making periodic updates essential to protect your loved ones and legacy.

Retirement is a well-deserved reward for a lifetime of hard work. But before you can fully embrace those golden years, some crucial planning is necessary. Here’s a roadmap to consider as you embark on this exciting new chapter.

Involving children in charitable giving nurtures empathy, responsibility, and financial awareness — especially within affluent families. A thoughtful, staged approach helps prepare the next generation to steward wealth wisely while fostering a lifelong commitment to philanthropy and meaningful social impact.

When it comes to financial planning, few factors are as pivotal — or as unpredictable — as how long you’ll live. Understanding the difference between life expectancy and longevity is key to creating a flexible, personalized strategy for lasting financial security.

A simple estate plan for your young adult will give you and your child peace of mind, create an efficient mechanism for handling affairs in the event of an accident or period of disability, and help set the tone for personal and family responsibility.

The traditional retirement age of 65 is fading. Rising costs and longer lifespans mean many Americans are working past their prime. A recent survey found most middle-class Americans lack retirement confidence. Financial needs, a desire for work, and workplace changes drive this shift.

Ensuring your wealth is passed on according to your wishes requires more than just a basic estate plan. Without the right strategies in place, your assets could be exposed to unnecessary taxes, legal delays, and family conflicts.

Building a marathon investing mindset is about embracing patience, discipline, and long-term strategy. Much like running a marathon, successful investing requires consistent preparation, overcoming obstacles, and resisting distractions to stay focused on pursuing your financial goals.

Market swings can rattle even the savviest savers, but reacting hastily often does more harm than good. With a calm mindset and a few steadying mantras, you can ride out volatility and stay focused on long-term financial performance.

Now that spring is here, it’s tempting to daydream about sunshine and getaways—but don’t let financial planning fall by the wayside. Now’s the perfect time to refresh your money mindset with five smart tasks for your spring financial checklist.