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The summer season offers a great chance to revisit your finances with a fresh perspective.

A financial advisor is committed to helping bring clarity and expertise to the often complex process of estate planning for widows and widowers.

Cut summer energy costs without sacrificing comfort. Use these cost-effective tips to protect your wallet—and your financial goals—during the hottest months.

If you expect to serve as an executor of an estate, it is crucial for you to familiarize yourself with the duties of an executor or trustee and understand the administration process.

Senate passes tax bill that locks in 2017 cuts, raises estate exemptions, and adds new deductions, shaping tax policy for years to come if signed into law.

Divorce brings financial, tax, and legal complexity. A financial advisor can help you deal with asset division, retirement planning, and post-divorce goals.

As we celebrate July 4th, it’s a fitting time to reflect on a different kind of independence — the personal freedom that comes from self-reliance and financial confidence.

Maximize your retirement savings by starting your 401(k) early. See how time and compounding can help grow your wealth for the future.

Planning for retirement involves more than just saving money; there are eight key milestones that play a crucial role in your retirement strategy.

For plan sponsors, staying informed about these developments is crucial, as their potential passage could require updates to plan documents, administrative practices, participant communications, and investment policies.

The Senate has unveiled its version of the One Big Beautiful Bill Act (OBBBA), a sweeping tax and spending proposal that sets the stage for high-stakes negotiations.

A common objection to international investing is the belief that U.S. companies already offer global exposure. After all, many of the largest U.S. firms—Apple, Microsoft, and Coca-Cola—generate significant revenue from overseas markets. Doesn’t this provide the same benefit as investing internationally?