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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.

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. 

Tax planning isn’t just a seasonal chore. Financial advisors can help you minimize taxes throughout your financial journey. They consider your income, expenses, and investments to help craft tax-efficient strategies for each life stage.

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.