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As autumn colors paint the landscape, it’s a fitting time to give your finances a seasonal checkup. Let’s explore some key areas to focus on to help you maintain and improve your financial health.

Growing your family through adoption is a life-changing experience! While it is impossible to quantify the love your family will gain, prospective parents need to consider the effects of adoption on their financial plans.

In the world of financial planning, strong client-advisor relationships are crucial. However, changes can happen. Read on to explore some of the potential reasons why individuals might decide to switch financial advisors.

Are you ready to embark on a fulfilling journey toward a well-deserved retirement? Crafting Your Retirement Blueprint is an engaging and informative virtual workshop designed to help individuals navigate the complexities of retirement planning.

As the cost of obtaining a higher education continues to surge, there’s still hope for some financial relief. Several laws have enacted new tax benefits and flexibility, making 529 savings plans an even more attractive way to save for college expenses.

In today’s uncertain world, it’s crucial to be financially prepared for unexpected disasters. Events like the recent devastating fires in Lahaina, Maui, and major weather events like Hurricane Idalia highlight the importance of having a strong financial foundation to cope with unexpected catastrophes.

If you are a Savant client with accounts custodied at TDA, you already know we are in the home stretch of conversion. This Labor Day weekend, all TDA accounts will be migrated over to the Charles Schwab platform.

Going through a divorce can be an emotionally challenging and overwhelming experience. Though life doesn’t come with an owner’s manual, wouldn’t it be nice to have some guidance to help you learn what to expect during your divorce?

Grappling with diminished cognitive abilities can be challenging. But with thoughtful financial planning, we can chart a course that will help navigate possible changes in our mental capacities.

While liquidity exists on a spectrum and can be viewed through a variety of lenses, in short it simply represents the ability to turn an asset into cash or cash into an asset.

For those who are already retired and enrolled in Medicare or who are approaching enrollment, you should be aware of how the monthly Medicare Part B and Part D premiums are determined. If you’re already on Medicare, you are probably accustomed to paying your monthly premiums, but have you considered where these amounts came from?

It can be difficult to manage the anxiety about providing financial help your adult children. You have to walk a fine line between your desire to help them avoid the struggles you went through versus teaching them financial self-sufficiency.