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After decades of helping guide people through retirement, I’ve discovered that almost no one knows the exact return their investments must generate to last a lifetime. This isn’t a random figure; it’s the crucial rate that helps sustain your retirement lifestyle while accounting for inflation.

Estate taxes can significantly reduce the wealth you leave to your heirs. With looming tax changes, consider lifetime gifting to safeguard your wealth for future generations. Let’s explore this strategy.

Long-term care insurance premiums are on the rise. While it might seem like insurers are arbitrarily raising costs, there are complex reasons behind these increases.

Feeling unsure about exercising your company stock options? Financial Advisor Matt Witter discusses the critical factors impacting this decision, including tax implications, timing strategies, and more.

Family life is a journey filled with evolving conversations. As our children grow and careers wind down, a new chapter begins: caring for aging parents. With life expectancy increasing, it’s essential to address this topic openly.

Receiving a house as an inheritance can be both a blessing and a burden. While it may seem like a valuable asset, there are often hidden complexities and financial obligations attached. From understanding the mortgage to navigating the probate process, inheriting a home requires many decisions.

Choosing the right plan provider is essential for a successful retirement plan. This decision impacts plan efficiency, participant engagement, and your fiduciary obligations. To help you make an informed choice, we’ve outlined six crucial questions to ask potential providers.

The decision to move to a continuing care retirement community (CCRC) is a significant life change that often requires careful consideration by both residents and their families. Beyond the emotional and lifestyle factors, understanding the financial implications is crucial.

The widespread disruption caused by the recent CrowdStrike outage has created a prime opportunity for cybercriminals to capitalize on the chaos. As businesses and individuals scramble to recover from this major setback, scammers are emerging with deceptive tactics designed to steal personal information and financial assets.

Four key numbers can significantly impact your financial independence. We explored the first in our previous article. Today, we’ll delve into the remaining three: the duration of your retirement savings, the potential impact of inflation, and the total value of your investment accounts.

Workplace retirement plans are often a cornerstone of an employee’s retirement savings strategy, but many employees aren’t taking advantage of them. A recent survey by Principal Financial Group sheds light on the primary obstacles preventing participation.

Navigating the complexities of Social Security can be challenging, especially for those with substantial assets and income. Watch our educational webinar recording designed specifically to help high income earners integrate Social Security into their retirement plan.