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Fall is here, and with it comes the annual tax planning season. It’s time to review your finances and explore ways to optimize your tax returns. With just a few months left in 2024, now is the perfect time to take action.

Are you ready to embark on a new chapter in your life? Retirement is a significant milestone that deserves careful planning. With so many important decisions to make, it can be overwhelming to know where to start.

Losing a parent is one of life’s most challenging experiences, and the administrative responsibilities that follow can be overwhelming.

Are you worried about your aging parents? Maybe they’re facing health challenges, or you’ve heard unsettling stories from friends. You know you need to talk with them about their plans for the future, but where do you begin?

As Labor Day approaches, let’s applaud those who’ve achieved financial independence! If you’re among this elite group, congratulations! You’ve earned the freedom to live life on your terms!

Being named an executor can be daunting, requiring significant time, expertise, and emotional energy. Learn more about when to decline, how to do so, and options if you need to step down after agreeing.

Once the kids are out of the house, many empty nesters are faced with too much free time. When considering what to do, one popular option for retirees is travel.

Credit cards are a household staple, offering convenience and rewards like cash back or travel perks. Learn three tips to help you maximize your credit card rewards — from choosing the right card to managing debt wisely.

Your first meeting with a fiduciary financial advisor is an opportunity to not only share financial information, but it also helps set the stage for ongoing communication. Consider it a deep “getting to know you” session for your journey toward financial well-being.

Enjoyed your years of saving but unsure how to spend? Don’t let guilt or fear hold you back. Watch this recorded webinar to help you develop smart spending strategies for a fulfilling retirement.

This is a common question when you’re ready to plan your retirement income. Many people want to start Social Security payments as soon as they’re eligible at age 62, but did you know that if you wait, your benefits increase 8% annually?

If losing a spouse weren’t bad enough, the financial implications can add insult to injury. The Widow’s Tax Penalty refers to the increased tax burden that surviving spouses may face after the loss of their partner, and while the name sounds like only women are affected, either spouse can face this challenge.