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The fear of a market downturn often paralyzes retirees. But bear markets are a normal part of investing. The key to a successful retirement isn’t avoiding them, but being prepared for them.

While reviewing your estate planning documents may not be at the top of your to-do list, it’s a crucial aspect of financial preparedness. Like regular medical checkups, proactive attention ensures your estate plan aligns with your current circumstances and legal landscape.

Discover what to expect from a fiduciary financial advisor in Lewes DE and how a fee-only planner can help support your long-term goals with transparency and trust.

Tax planning isn’t just a seasonal chore. Financial advisors can help you minimize taxes throughout your financial journey. They consider your income, expenses, and investments to help craft tax-efficient strategies for each life stage.

In this on-demand webinar, you’ll learn about essential tools, strategies, and insights to help you make the most of your retirement, no matter how close you are.

A confluence of factors – longevity, inflation, a confusing healthcare landscape, and the limitations of Medicare – can have a significant effect on a person’s ability to afford their medical expenses in retirement. In fact, it’s a topic that concerns many Americans.

A fiduciary advisor in Cedar Rapids can help your family plan with personalized strategies for education, estate, and risk management.

Looking for a fiduciary financial advisor in Rockford, Illinois? A fee-only planner can help you build a transparent and personalized financial plan.

Looking for a fee-only financial advisor in Birmingham Alabama? Learn how to choose a fiduciary advisor.

Are you still paying for life insurance? It might be time to reassess. By answering three simple risk-management questions, you can determine if you still need this coverage—or if it’s unnecessary.

Vanguard’s How America Saves 2025 reveals a record-high 45% of participants increased their deferral rates, driven by voluntary contributions and automatic escalation. Average account balances grew 10% in 2024, highlighting the power of effective plan design.

Discover how Alabama’s retirement tax laws can benefit you. Learn smart tax strategies with help from a Savant financial advisor in Huntsville, AL.