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In this on-demand webinar, Financial Advisors Jeff Lewis and Chris Ruedi expose the truth behind some of the most popular investment myths.

Reaching a financial milestone is a significant achievement. But what comes next? How do you transition from a focus on accumulation to a strategy for maximizing your wealth and enjoying life to the fullest? Let’s explore the possibilities.

Managing utility bills during the colder months doesn’t have to be daunting. You can reduce energy consumption and save money by adopting simple, mindful habits.

To minimize the risk of smishing, always be cautious with unsolicited text messages. Never click on links or attachments in messages you weren’t expecting, especially if they seem urgent. Instead, go directly to your financial institution’s website by typing the address into your browser.

While making resolutions may help you achieve easy short-term goals, they likely won’t help you weather complexities like inflation or economic uncertainty as you plan for your next chapter.

Are you confused by all those letters after your advisor’s name? Hundreds of financial designations exist around the world. When researching advisors, it’s important to understand what those letters mean.

Trust and communication are key to strong client-advisor relationships. However, changes can lead clients to reconsider their advisors. Let’s explore why these shifts occur.

The SECURE 2.0 Act has introduced significant changes to retirement savings rules, including a new Required Minimum Distribution (RMD) age and increased access to 401(k) plans for part-time workers.

To avoid a big tax surprise, you may need to change your mindset about tax planning. By being proactive and planning throughout the entire year instead of just at tax time, you can help maximize your benefits and minimize the surprises. 

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.

Overall, the rate of divorces in America is falling, but it’s increasing among couples age 50 and over. The divorce process has many moving parts, and you’ll want to consider working with a team of professionals.

If one of your New Year’s resolutions includes getting your finances in order, you may benefit from creating and maintaining a yearly checklist. A financial checklist can help you stay on top of your finances and make progress toward your financial goals.