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In today’s fast-paced world, achieving financial stability and security has never been more crucial, yet it often takes a back seat. Whether you’re nearing retirement or a few years away, watch this recorded webinar to learn more about strategies to enhance your financial fitness.

Leaving old retirement accounts behind is a surprisingly common practice, with billions of dollars sitting dormant across the U.S. While this may seem like a win for organizations saving on service fees, the reality is more complex. Neglected accounts create burdens for both employers and employees.

Planning for retirement is more than just crunching numbers and chasing a dollar figure. It’s about entering your next chapter with the right frame of mind. A hidden obstacle may be a scarcity mindset. Let’s explore how this mindset can derail your retirement dreams and what you can do to overcome it.

Are you approaching retirement age and looking to navigate this exciting phase of your life with confidence? Or perhaps you’re planning way ahead, eager to take control of your financial future.

Like spring cleaning refreshes your home, a financial review can refresh your finances. Although it can initially seem daunting, breaking the process into steps makes it more manageable. Keep reading for a walk-through of reviewing your financial accounts, assets, liabilities, and estate plan.

After years of focusing on saving as much as possible, in retirement you’ll need to switch gears and figure out a way to replace your paycheck with your savings. Cracking into your nest egg in a tax- and risk-efficient manner while reinvesting enough to support the rest of your life can be a complex and challenging topic.

While your chances of winning the lottery are slim, you may inherit a significant amount of money (or an asset or investment) during your lifetime. Before dreaming of a new sports car, consider these strategies to help manage your windfall.

Traditionally, homeownership meant a spouse, kids, and a picket fence. But times are changing. Facing high costs associated with home ownership, young adults are exploring new options. One idea is gaining steam: buying a house with a friend.

Are you tired of dealing with winter weather every year? Piles of snow and ice may have you thinking about relocating to a warmer climate.

Attaining a $1 million nest egg is a significant financial achievement. But you may wonder if this amount translates to a secure and comfortable retirement? In this episode of Ask a Savant Financial Advisor, Chris Ruedi provides insights to help you determine your retirement readiness.

Vesting long-term incentives can be a major financial milestone, potentially representing a significant amount of your wealth. Here’s a breakdown of key steps to consider.

As the April 15th deadline draws near, tax filing is in high gear. To ensure an efficient and potentially more beneficial tax filing experience, avoiding common mistakes is crucial. Here, we explore five key areas for a smoother tax season.