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Planning for retirement involves more than just saving money; key birthdays play a crucial role in your retirement strategy. In this recorded webinar, “Birthdays to Remember for a Successful Retirement,” financial advisor and managing director Jack Phelps reveals potential pitfalls and opportunities on these critical birthdays.

Wallets, once essential for carrying cash, cards, and personal documents, are becoming less necessary due to the rise of digital technology. To minimize identity theft risks, avoid carrying sensitive items like Social Security cards, passports, extra keys, too many credit cards, password lists, blank checks, and paper receipts. Store these items securely at home and only carry what’s essential.

Watch our Q3 2024 Market Wise Update with Financial Advisor and Investment Strategist Zach Ivey and Senior Investment Strategist Chip Kalousek, as they unpack the third quarter’s key market trends.

Online shopping can be convenient, but it also comes with risks. Following these simple tips can help you reduce your chances of becoming a victim of online fraud.

Learn inheritance management strategies designed to help you minimize taxes, pursue financial goals, and grow your wealth.

The holidays are approaching – a perfect time for family gatherings! But beyond the joyful chaos, use this opportunity for a different kind of gift: open communication about your financial plans. Here’s how to navigate these potentially awkward conversations.

Serious health issues can disrupt lives. Explore this three-pronged approach to financial preparedness to help ensure peace of mind during difficult times.

The holidays are a time for family, but it’s also a perfect reminder to check in on your estate plan. This year, help ensure your wishes are clear, finances streamlined, and taxes minimized with this 4-step checklist!

It’s common to encounter financial twists and turns that lead to financial scares. From failing to diversify investments to overlooking the implications of taxes, these mistakes can send shivers down anyone’s spine. Learn more about how working with a trusted advisor can help.

This recorded webinar is designed to help you navigate the complexities of Medicare and avoid potential mistakes.

Thinking of becoming a landlord? While managing rental properties can be rewarding, it also comes with complexities. By grasping the unique challenges and opportunities of rental properties, you can better integrate them into your long-term financial plan.

In this digital age, we are constantly under the radar of cybercriminals aiming to access our financial details. While no system offers absolute security, there are measures we can take to enhance our defense against fraud.