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In this on-demand webinar, Financial Advisors Jeff Lewis and Chris Ruedi expose the truth behind some of the most popular investment myths.

Managing utility bills during the colder months doesn’t have to be daunting. You can reduce energy consumption and save money by adopting simple, mindful habits.

The possibility of a delayed or semi-retirement is more relevant than ever. With many working remotely from home, semi-retirement provides an opportunity to leverage these new possibilities to leave corporate life sooner and develop work/life balance at a younger age.

To minimize the risk of smishing, always be cautious with unsolicited text messages. Never click on links or attachments in messages you weren’t expecting, especially if they seem urgent. Instead, go directly to your financial institution’s website by typing the address into your browser.

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.

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. 

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.

Just like a regular health checkup, reviewing your estate plan helps ensure it’s up-to-date and protecting your loved ones. From marriage and divorce to the birth of children and changes in tax laws, there are many reasons to revisit your estate plan.

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.