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Are you approaching retirement age and looking to navigate this exciting phase of your life with confidence? Or perhaps you’re planning way ahead, eager to take control of your financial future.

It’s common to feel a sense of paralysis when you receive an inheritance. It can feel like the money still belongs to your loved one so you shouldn’t touch it. If you’ve received an inheritance, here’s the first thing you should do.

What does having enough mean to you? Let’s examine some possible meanings and how you may want to explore all aspects of having enough. Though it can mean something different to everyone, the question is worth exploring.

It’s that time of year – time to think about year-end tax savings opportunities. Join our team of tax and estate professionals as they provide you with some year-end individual and business planning strategies to help better prepare you for the upcoming tax season.

The Employee Retirement Income Security Act (ERISA) of 1974 is about to turn 50. For five decades, this landmark legislation has governed the establishment, requirements, benefits, and other details of all the retirement accounts in the land, including employer-sponsored plans. But has ERISA aged well? Here’s what some experts are saying about the need for an ERISA reboot.

Unfortunately, there is not a consistent standard and almost anyone can call themselves a financial advisor. This video will help you compare the common services, standards of care, and fee structures so you can determine the true cost of any financial advisor.

As we approach the giving season of 2023, it’s a good time to reflect on the state of charitable giving among affluent households. A Bank of America Study offers a comprehensive look at the trends and influences that shape charitable contributions in our society.

As we wind down 2023 and start thinking ahead to 2024, you may be considering your future plans, both personally and professionally. If those plans include taking a sabbatical in 2024, make sure you are personally and financially prepared.

Are you or a loved one considering the possibility of aging in place? This informative and insightful webinar explores practical steps and innovative solutions to help you create a living space that adapts to your changing needs.

If you’ve been asked to financially support a loved one, it’s important to maintain perspective – and healthy boundaries. There are a number of meaningful ways you can help a loved one that won’t involve putting your retirement savings at risk.

Retirement is meant to be a relaxing time after years of hard work. Careful, tax-smart retirement planning can help protect your assets from unnecessary taxes and help set your mind at ease.

If you’re engaged and both fully maximize contributions to your Health Savings Account (HSA), beware if one or both of you are on a family health plan and contributing at the higher family contribution level. You’ll likely need to adjust future contributions to avoid penalties.