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Are you approaching retirement age and looking to navigate this exciting phase of your life with confidence? Or perhaps you’re planning way ahead, eager to take control of your financial future.

Even the closest families can be fractured by disagreements after a loved one’s passing. This is especially true when it comes to inheriting assets. While you might imagine your children getting along seamlessly, it’s important to plan for all possibilities.

Life transitions can be difficult and one that is often underestimated is retirement. When the day finally comes, most retirees are unprepared for what happens next.

Like spring cleaning refreshes your home, a financial review can refresh your finances. Although it can initially seem daunting, breaking the process into steps makes it more manageable. Keep reading for a walk-through of reviewing your financial accounts, assets, liabilities, and estate plan.

After years of focusing on saving as much as possible, in retirement you’ll need to switch gears and figure out a way to replace your paycheck with your savings. Cracking into your nest egg in a tax- and risk-efficient manner while reinvesting enough to support the rest of your life can be a complex and challenging topic.

The stock market hitting new highs can be a cause for celebration, but it can also trigger anxieties for investors. This common question arises: “Should I wait for a pullback before investing?”

While your chances of winning the lottery are slim, you may inherit a significant amount of money (or an asset or investment) during your lifetime. Before dreaming of a new sports car, consider these strategies to help manage your windfall.

The U.S. Department of the Treasury has implemented new rules requiring many businesses to disclose information about their true owners. This initiative aims to combat financial crime and improve transparency.

Traditionally, homeownership meant a spouse, kids, and a picket fence. But times are changing. Facing high costs associated with home ownership, young adults are exploring new options. One idea is gaining steam: buying a house with a friend.

A significant wealth transfer is on the horizon, with trillions of dollars poised to pass to the next generation. But inheriting money comes with a crucial decision: should you stick with your parents’ financial advisor? Here are key questions to ask yourself as you navigate this financial crossroads.

Are you tired of dealing with winter weather every year? Piles of snow and ice may have you thinking about relocating to a warmer climate.

Attaining a $1 million nest egg is a significant financial achievement. But you may wonder if this amount translates to a secure and comfortable retirement? In this episode of Ask a Savant Financial Advisor, Chris Ruedi provides insights to help you determine your retirement readiness.