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Have you ever questioned whether retirement is truly what you desire? Is it really the ultimate goal you seek? Retirement often signifies an end, but it’s also important to consider what you will begin. Give yourself permission to dream and think, “What if?”

The U.S. Department of the Treasury has implemented new rules requiring many businesses to disclose information about their true owners. This initiative aims to combat financial crime and improve transparency.

After years of saving as much as possible, retirement means switching gears and recreating a paycheck with your savings. Cracking into your nest egg in a tax-and risk-efficient manner while reinvesting enough to support the rest of your life can be both complex and challenging.

What’s the difference between Performance Stock Units, or PSUs, and Restricted Stock Units, known as RSUs, in the context of executive stock-based compensation? In this video I will share the key differences, reveal common mistakes, and share one little-known-fact that may surprise you.

Donald Trump’s return to the White House, coupled with a Republican-led Congress, heralds significant changes for the employer-sponsored retirement plan industry.

What happens to your retirement accounts when you die? It can be easy to overlook this simple question. But it might be one of the most important decisions you need to make.

The financial landscape is challenging, with inflation, political unrest, and market swings creating uncertainty. Avoid costly mistakes driven by fear or impulse. Watch this webinar recording for strategies to invest wisely amid economic uncertainty.

“Should we pay off our existing mortgage before we retire?” This is a good question which has no cut-and-dried answer.  Let’s take a look at some factors to consider when evaluating if you should pay off a mortgage.

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.

If you expect to serve as an executor, it is crucial for you to familiarize yourself with the expectations and duties and understand the administration process. In this educational, recorded webinar, Alaina Davalos, wealth transfer advisor, and Financial Advisor Joel Cundick delve into common issues that can impact all families.

The recent outcome, while significant, is a moment in a broader democratic process—and it’s important not to let immediate emotions dictate financial decisions. History shows that across nearly a century of diverse presidential terms, markets have historically trended upward, driven by companies focused on growth, innovation, and customer value rather than political shifts.

Every year around Halloween, the Internal Revenue Service (IRS) gives taxpayers a treat when they formally announce inflation adjustments for over 60 tax provisions. These adjustments affect individual tax brackets, retirement contribution limits, annual gifting limits, and more.