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Take the time to process your feelings and prepare yourself for the challenges and rewards of a new beginning. Consider seeking support from friends, family, or a therapist to help you navigate the emotional rollercoaster of moving.

Learn what to expect in your first meeting with a financial advisor, including key questions to ask and how to prepare for a productive discussion.

Divorce after 50 can upend your finances. Learn how to help rebuild financial confidence with specialized divorce financial planning, budgeting tips, and retirement strategies.

In recent years, index funds have become a go-to choice for many investors aiming to build wealth. They’re simple, low-cost, tax-efficient, and grounded in decades of academic research. In fact, we use index funds in many of our portfolios as well. But are they enough for High-Net-Worth investors?

In the world of retirement planning, few tools stir as much strategic debate as the Roth conversion. Converting pre-tax retirement assets from a traditional IRA or employer-sponsored plan into a Roth IRA can offer incredible long-term tax advantages—but it’s not without its risks.

Wealth Transfer Advisor Alaina Davalos and Financial Advisor Evan Kuykendall present an on-demand educational webinar designed to empower families with the knowledge and tools to build financial well-being across generations.

In high-net-worth divorces, it’s not enough to simply divide assets equally; what truly matters is the after-tax value and future financial implications of those assets. Many individuals believe they’ve received a fair share when they walk away from settlements, only to later discover they left with an uneven and often disadvantageous portfolio due to overlooked tax consequences.

Selling a business is a pivotal moment that can stir a range of emotions and bring positive and negative life-changing outcomes. As a business owner, it’s easy to lose sight of your own needs once the process begins.

James Haygood and John Clarke, financial advisors with 20+ years’ experience serving university faculty, share overlooked yet impactful financial strategies — from tax planning to portfolio tips — in a relaxed, jargon-free session designed to enhance your long-term financial well-being.

Losing a parent is emotionally overwhelming, yet practical responsibilities quickly follow. Managing bills, the family home, and financial decisions can be confusing. Understanding the roles of the executor and successor trustee is essential for handling these matters smoothly and preserving family harmony.

In today’s dynamic workplace, financial wellness has evolved from a perk to a strategic priority. Forward-thinking plan sponsors recognize its power to reduce employee stress, improve productivity, and strengthen retirement outcomes through personalized, accessible, and comprehensive financial well-being programs.

Employees in the sandwich generation face unique financial pressures as they support aging parents and dependent children while saving for retirement. How can 401(k) plan sponsors provide targeted resources, plan features, and benefits to help ease their financial burden?