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Losing a loved one is overwhelming, and managing their estate adds complexity. Executors, trustees, or personal representatives must handle final expenses, legal filings, and tax requirements. Understanding necessary tax returns, including individual, estate, and trust filings, helps ensure compliance during this challenging time.

For many plan sponsors, navigating the complexities of fiduciary duties and investment management can be daunting. This is where understanding fiduciary roles can make a world of difference.

If you’re a plan sponsor, it’s time to do a year-end check on your company retirement plan. It’s a good time to make sure everything is in tip-top shape as you and your team head into tax season.

Securing the right care is paramount when facing a challenging health diagnosis. Addressing urgent financial tasks to protect your future and reduce stress for loved ones is also critical.

Wallets are becoming less common in today’s world, a trend we’ve discussed before. The rise of smartphones, capable of handling everything from digital payments to transit access and even building entry, has redefined how we think about the traditional wallet.

Life often feels overwhelming, especially during the holiday season. But a simple story about a jar, golf balls, and coffee offers powerful insight: focus on what truly matters. Prioritize the essentials, cherish connections, and always make space for moments of joy.

Whether you’re new to giving or a seasoned philanthropist, this recorded webinar offers insights and tools to help you create a lasting, meaningful impact.

Are you tired of shivering during the cold winter months? Maybe you’re ready to join the leagues of retirees who migrate to a warmer climate when the first frost occurs each year.

Don’t let the joy of the holidays strain your budget and sanity. By planning ahead and focusing on meaningful experiences, you can create a festive and financially responsible season.

Nearly a third of annual giving happens in December and donation requests are likely flowing into your inbox. But be wary of some common charitable scams.

Life often feels like a juggling act, especially when you’re self-employed. Managing your personal finances doesn’t have to be one of the tasks that keeps you up at night. Here are steps to consider to help reduce financial stress and free up mental space for other priorities.

The divorce process can be challenging. Once the divorce decree is final, the last thing you may want to do is more paperwork. That’s why so many divorcees lose sight of the critical step of updating their will.