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Even with strong savings and a solid retirement plan, many retirees struggle with the fear of spending. Concerns about market volatility, healthcare costs, and shifting from saver to spender can create financial anxiety.

Learn how families embrace the Five Capitals of Wealth to build lasting legacies—focusing on connection, purpose, and growth that span generations.

After decades of saving and working, many people find their biggest retirement challenge isn’t financial — it’s personal. What will give your life meaning when work is optional? Adopting a “Portfolio Life” mindset can help you thoughtfully design a fulfilling, balanced future built around purpose, passion, and new possibilities.

When you’re trying to save for both your children’s education and your own retirement, it’s easy to feel pulled in two directions.

A 401(k) plan is not a “set it and forget it” benefit. For plan participants, the middle of the year is a strategic checkpoint.

The One Big Beautiful Bill Act raises the estate and gift tax exclusion to $15 million, which may affect estate planning strategies for high-net-worth families.

Q2 proved the value of being globally diversified. See how international markets, patient strategies, and staying the course rewarded investors in 2025.

Discover how the One Big Beautiful Bill Act changes key tax rules for individuals, businesses, and estates—and why a financial plan review may be timely.

Taxes often get attention only at filing time, but effective tax planning is a continuous, year-round process. By staying proactive, you can help reduce tax surprises, uncover valuable savings, and better align your financial decisions with long-term retirement and wealth-building goals.

If you’re in the 37% bracket, OBBBA could increase your tax bill in 2026. Learn what’s changing and how to plan ahead with your financial advisor.

The summer season offers a great chance to revisit your finances with a fresh perspective.

A financial advisor is committed to helping bring clarity and expertise to the often complex process of estate planning for widows and widowers.