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For generations, workers have had a clear-cut career path that ended with retirement. But the world has changed dramatically in recent years, and you may now find yourself with the opportunity to reprioritize and repackage how work fits into your life.

If you’ve been following the Fed this year, it’s been like a rollercoaster with interest rates rising four times. We might find ourselves in a pause before the drop, but these breaks are crucial for evaluating monetary policy’s impact on the economy and inflation.

With all the turmoil in the news right now, let’s take a well-deserved break from inflation, interest rates, markets, and tactical financial strategies to focus on you living your very best, ideal lifestyle.

If you’re planning for retirement, chances are you’ve reviewed your estimated Social Security payments. But have you done the math to see if your payments will be subject to income tax?

Managing the intricacies of estate and financial planning becomes even more crucial when navigating the dynamics of blended families, where unique challenges and considerations often arise.

Perhaps the most important decision you will make regarding your company-sponsored plan is choosing the right plan provider. We offer some tips about what to look for and how to compare the services and benefits offered by various plan providers.

Throughout your life, you’ve likely developed spending habits based on your perception of what you could afford. However, as you transition into phase two of your financial journey, where a regular paycheck is no longer guaranteed, this perception can hold you back from experiencing the fulfillment you’ve earned through years of hard work and preparation.

While many American families will still be exempt from paying federal estate tax in 2026, some wealthy families may be caught off guard by this monumental change. What can you do to prepare?

Losing a loved one is never easy. The survivor benefits that Social Security can provide may help you return to a sense of security during this difficult time. If your spouse worked and paid into the Social Security system, you may be entitled to some level of survivor benefits.

As autumn colors paint the landscape, it’s a fitting time to give your finances a seasonal checkup. Let’s explore some key areas to focus on to help you maintain and improve your financial health.

Growing your family through adoption is a life-changing experience! While it is impossible to quantify the love your family will gain, prospective parents need to consider the effects of adoption on their financial plans.

In the world of financial planning, strong client-advisor relationships are crucial. However, changes can happen. Read on to explore some of the potential reasons why individuals might decide to switch financial advisors.