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If you expect to serve as an executor, it is crucial for you to familiarize yourself with the expectations and duties and understand the administration process. In this educational, recorded webinar, Alaina Davalos, wealth transfer advisor, and Financial Advisor Joel Cundick delve into common issues that can impact all families.

The recent outcome, while significant, is a moment in a broader democratic process—and it’s important not to let immediate emotions dictate financial decisions. History shows that across nearly a century of diverse presidential terms, markets have historically trended upward, driven by companies focused on growth, innovation, and customer value rather than political shifts.

Every year around Halloween, the Internal Revenue Service (IRS) gives taxpayers a treat when they formally announce inflation adjustments for over 60 tax provisions. These adjustments affect individual tax brackets, retirement contribution limits, annual gifting limits, and more.

Navigating the complex interplay of investments, debt, and child support obligations can be daunting. Discover how to effectively manage these financial components to help build a secure future for yourself and your children.

While there are many compelling stories about inherited wealth quickly lost through over-the-top spending and gifting, vulnerability to fraud, and bad business deals, the opposite can also happen. Some heirs are frozen into inaction by anxiety as they feel disconnected from and reluctant to take control of the assets left to them.

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.