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Receiving a large inheritance can be life changing. While it may be tempting to spend quickly, taking time to reflect on your values and goals can lead to informed decisions.

Although planning for the death of a spouse is unpleasant, the possibility of losing considerable income because your spouse passes away can be just as unpleasant. Proactive planning can help ease some of that strain.

As we head into another Labor Day weekend, 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!

Learn how a fee-only fiduciary financial advisor in Middletown provides transparent, conflict-free guidance to help you pursue your financial goals.

Create a tax-smart retirement plan with a fiduciary financial advisor in Madison WI. Explore income strategies and Social Security timing with confidence.

In this on-demand webinar, financial advisors Libby Muldowney and Danielle (Dahn) Moore share tools and strategies to help you maximize your retirement—at any stage.

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.

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.