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Family life is a journey filled with evolving conversations. As our children grow and careers wind down, a new chapter begins: caring for aging parents. With life expectancy increasing, it’s essential to address this topic openly.

Receiving a house as an inheritance can be both a blessing and a burden. While it may seem like a valuable asset, there are often hidden complexities and financial obligations attached. From understanding the mortgage to navigating the probate process, inheriting a home requires many decisions.

Choosing the right plan provider is essential for a successful retirement plan. This decision impacts plan efficiency, participant engagement, and your fiduciary obligations. To help you make an informed choice, we’ve outlined six crucial questions to ask potential providers.

The decision to move to a continuing care retirement community (CCRC) is a significant life change that often requires careful consideration by both residents and their families. Beyond the emotional and lifestyle factors, understanding the financial implications is crucial.

The widespread disruption caused by the recent CrowdStrike outage has created a prime opportunity for cybercriminals to capitalize on the chaos. As businesses and individuals scramble to recover from this major setback, scammers are emerging with deceptive tactics designed to steal personal information and financial assets.

Four key numbers can significantly impact your financial independence. We explored the first in our previous article. Today, we’ll delve into the remaining three: the duration of your retirement savings, the potential impact of inflation, and the total value of your investment accounts.

Your net worth statement is your financial blueprint. It outlines your assets, debts, and overall financial standing. Discover why regularly tracking it is essential for building wealth.

Workplace retirement plans are often a cornerstone of an employee’s retirement savings strategy, but many employees aren’t taking advantage of them. A recent survey by Principal Financial Group sheds light on the primary obstacles preventing participation.

Navigating the complexities of Social Security can be challenging, especially for those with substantial assets and income. Watch our educational webinar recording designed specifically to help high income earners integrate Social Security into their retirement plan.

Many diligent savers reach a point of questioning their financial future – a stage we call the Paycheck Dependency Threshold. Doubts about retirement readiness, spending power, and investment management can lead to extended work years or stressful retirements. If this resonates, keep reading.

The second quarter of 2024 unfolded amidst a backdrop of economic normalization and evolving market dynamics. While global equities exhibited resilience, underlying trends revealed a complex investment environment.

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.