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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.

Are you ready to make the most of your retirement years? Retirement is more than the end of a career—it’s the beginning of a new phase filled with opportunity, purpose, and freedom. In this recorded webinar, Financial Advisor Lois Basil and Director of Financial Planning Anne Mank have a dynamic discussion designed to equip you with the tools and strategies to help maximize your retirement experience.

Your company’s 401(k) is a valuable tool, not only for preparing yourself and your employees for retirement but also for attracting and retaining top talent.

With President Donald Trump’s re-election and the Republican Party holding a majority in Congress, there is renewed attention on the future of the TCJA. Will these provisions be extended or made permanent? Several individual tax provisions are scheduled to sunset after December 31, 2025.

This holiday season, take time to ensure your family isn’t left guessing. By organizing your estate plan, updating asset titles, and documenting critical information, you can help give them the priceless gift of clarity and peace of mind during life’s most challenging moments. Now is the right time.