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As Father’s Day prompts us to celebrate the paternal influences in our lives, I’m drawn to reflect on my own father’s journey. His story is a testament to resilience, unwavering love, and the critical importance of proactive financial planning, particularly in the face of Alzheimer’s disease.

We all know the saying: in life, only death and taxes are certain. And the IRS figures back this up. While taxes are unavoidable, there are strategies you can use to manage your tax burden.

With 2024 in full swing, many nearing retirement are reevaluating their careers. Whether driven by recent experiences or a yearning for new challenges, a fresh start can be invigorating. But for those close to retirement, a strategic approach is key.

When many people think of retirement, the first thing that comes to mind is usually stopping work. But retirement is more about living life on their own terms. In this new era of life, individuals can choose to work because they want to, not because they have to, and that’s a game-changer.

Social Security is often a cornerstone of financial security for many Americans, and making the right decisions can significantly impact your retirement income. Here are some of the most common strategies to help maximize your Social Security benefits.

If you’re planning for retirement, chances are you’ve reviewed your estimated Social Security payments. But have you done the math to see if your payments will be subject to income tax?

A Health Savings Account (HSA) offers a triple tax savings benefit and can be a powerful tool in your retirement portfolio. Financial advisor Nicholas De Jong provides more details in his latest blog post.

While navigating the sea of retirement advice can feel overwhelming, don’t let it stall your saving efforts. Debunking these myths can help empower you to take charge and build a brighter retirement future.

Recent tax law changes may have impacted your charitable deductions. Discover strategic giving plans to maximize the impact of your donations on the causes you care about, while potentially lowering your tax burden.

Market corrections can be unnerving, especially as you approach retirement. But remember, your investment time horizon is likely much longer than you think. If you strategize, fully grasp your life expectancy, and adhere to market principles, you do have time!

Life throws curveballs, and our financial goals naturally shift with them. But what happens when quick fixes for temporary situations become outdated anchors? This can be especially true with life insurance policies.

Imagine entering retirement with confidence, clarity, and a sense of purpose. But how do you get there? You could consult your “Retirement Dream Team” – a diverse group of people to help you address the emotional, social, and personal aspects of this new chapter.