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Plan for the future with clarity. Explore how Freeport families can plan their legacies with objective financial guidance.

Retirement planning for educators and state workers in Bloomington, IL. Optimize pensions, Social Security, and taxes with a trusted fiduciary advisor.

Work with a fiduciary financial advisor in Clinton, SC, to help create a plan for your family’s future. Navigate college, retirement, and more with clarity.

Discover why Dover, DE, is an ideal retirement destination for tax-conscious retirees. Learn how a fiduciary advisor can help you maximize these advantages.

I applied for the internship to better understand this field and to learn from professionals committed to fiduciary financial planning and services. My experience at Savant helped provide meaningful exposure to this approach.

Watch the video Confident Spending in Retirement. Financial advisor Joel Cundick discusses the mental shift involved in the retirement transition from saving to spending, with ideas about allocating your spending on what will be most meaningful to you.

While navigating the sea of retirement advice can feel overwhelming, don’t let it stall your saving efforts. Debunking these myths can help empower you to take charge and build a brighter retirement future.

A revocable living trust provides control over asset distribution, adaptability for life’s changes, and a way to help avoid probate. Even with higher federal exemptions, it remains valuable—just don’t overlook state taxes or neglect the crucial step of funding the trust.

If you’re aged 70 ½ or older, you can consider a “charitable IRA rollover,” or qualified charitable distribution (QCD). Donating this way not only helps a worthy cause; it can also help you save on your taxes.

On Aug. 7, Pres. Donald Trump signed an executive order titled Democratizing Access to Alternative Assets for 401(k) Investors, aimed at expanding the investment choices available to participants in defined contribution retirement plans under the Employee Retirement Income Security Act of 1974 (ERISA).

Your net worth statement is your financial blueprint. It outlines your assets, debts, and overall financial standing. Discover why regularly tracking it is essential for building wealth.

As inflation continues to weigh on the economy, its effects are felt in nearly every aspect of Americans’ financial lives, particularly when it comes to retirement planning.