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Wealth transfer advisor Alaina Davalos and financial advisor Evan Kuykendall explore strategies for managing and transferring wealth, helping to create your financial legacy in this on-demand webinar.

A significant wealth transfer is on the horizon, with trillions of dollars poised to pass to the next generation. But inheriting money comes with a crucial decision: should you stick with your parents’ financial advisor? Here are key questions to ask yourself as you navigate this financial crossroads.

Retiring early, usually prior to age 65, can present a unique set of circumstances. Remember to keep in mind how it may affect accessing funds, securing healthcare, and planning for a longer retirement period.

For those earning above specific income thresholds, IRMAA applies to both Original Medicare and Medicare Advantage enrollees, significantly increasing monthly costs. If you’re navigating Medicare costs or planning for retirement, this overview can help you understand the impact of IRMAA and the steps you can take to effectively manage your premiums.

In volatile markets, it’s easy to fall into the trap of believing recent performance predicts future results. A subtle but costly bias often begins with the verbs we use. This linguistic slip can reinforce emotional investing decisions driven by recency bias.

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.

Whether you’re early in your career, approaching retirement, or already in your next chapter, this webinar is tailored to help you plan with more clarity, confidence, and efficiency.

Retiring in your 50s might sound idyllic, but tapping into your retirement savings early can come with a hefty price tag. The IRS’s “Rule of 55” could be a potential workaround. This rule could exempt you from the 10% penalty under certain conditions.

Your home is a valuable asset, and with home prices reaching record highs in 2025, it’s more important than ever to safeguard it. Homeowners insurance protects your property from unforeseen events like fire, theft, and vandalism. It’s important to note that separate policies are needed for flood and earthquake damage.

If you’re new to the family gifting process, you may not realize there’s more to it than simply writing a check. It’s important to consider the emotional implications as well as the tax and legal implications of giving a large financial gift.

As life expectancy continues to increase, chances are you will need access to long-term care services as you age. Financial advisor Kevin Kingston outlines the basics of long-term care financing options in his latest blog post.

While many understand the importance of estate planning, simply having a will or trust in place isn’t enough. A truly ideal estate plan requires a harmonious alignment of beneficiary designations, asset titles, and legal documents.