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In 1994, financial advisor William Bengen introduced the “4% rule,” a retirement planning guideline suggesting retirees can withdraw 4% of their savings annually. While foundational, evolving financial landscapes and the rule’s limitations highlight the importance of personalization, flexibility, and regular reassessment when crafting sustainable retirement strategies.

Few things turn a retirement plan upside down more than a divorce. You may be worried you will have to abandon your retirement plan if your 401K is divided in a divorce, and you very well may be right.

One of the top concerns for Americans in their 60s is how to fund their retirement. To help you enter retirement with confidence, consider a plan that addresses these five key areas. 

While divorce has long been associated with younger couples navigating the challenges of early marriages, a pattern is emerging, where couples are increasingly deciding to end their unions later in life.

Your company’s 401(k) is a valuable tool, not only for preparing yourself and your employees for retirement but also for attracting and retaining top talent.

With President Donald Trump’s re-election and the Republican Party holding a majority in Congress, there is renewed attention on the future of the TCJA. Will these provisions be extended or made permanent? Several individual tax provisions are scheduled to sunset after December 31, 2025.

This holiday season, take time to ensure your family isn’t left guessing. By organizing your estate plan, updating asset titles, and documenting critical information, you can help give them the priceless gift of clarity and peace of mind during life’s most challenging moments. Now is the right time.

This story is one of the most vivid reminders of why international diversification matters and why assuming that today’s winners will always lead is a dangerous game.

Losing a loved one is overwhelming, and managing their estate adds complexity. Executors, trustees, or personal representatives must handle final expenses, legal filings, and tax requirements. Understanding necessary tax returns, including individual, estate, and trust filings, helps ensure compliance during this challenging time.

For many plan sponsors, navigating the complexities of fiduciary duties and investment management can be daunting. This is where understanding fiduciary roles can make a world of difference.

If you’re a plan sponsor, it’s time to do a year-end check on your company retirement plan. It’s a good time to make sure everything is in tip-top shape as you and your team head into tax season.

Securing the right care is paramount when facing a challenging health diagnosis. Addressing urgent financial tasks to protect your future and reduce stress for loved ones is also critical.