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The fear of a market downturn often paralyzes retirees. But bear markets are a normal part of investing. The key to a successful retirement isn’t avoiding them, but being prepared for them.

Discover what to expect from a fiduciary financial advisor in Lewes DE and how a fee-only planner can help support your long-term goals with transparency and trust.

Tax planning isn’t just a seasonal chore. Financial advisors can help you minimize taxes throughout your financial journey. They consider your income, expenses, and investments to help craft tax-efficient strategies for each life stage.

A confluence of factors – longevity, inflation, a confusing healthcare landscape, and the limitations of Medicare – can have a significant effect on a person’s ability to afford their medical expenses in retirement. In fact, it’s a topic that concerns many Americans.

A fiduciary advisor in Cedar Rapids can help your family plan with personalized strategies for education, estate, and risk management.

Looking for a fiduciary financial advisor in Rockford, Illinois? A fee-only planner can help you build a transparent and personalized financial plan.

Looking for a fee-only financial advisor in Birmingham Alabama? Learn how to choose a fiduciary advisor.

Are you still paying for life insurance? It might be time to reassess. By answering three simple risk-management questions, you can determine if you still need this coverage—or if it’s unnecessary.

Vanguard’s How America Saves 2025 reveals a record-high 45% of participants increased their deferral rates, driven by voluntary contributions and automatic escalation. Average account balances grew 10% in 2024, highlighting the power of effective plan design.

Discover how Alabama’s retirement tax laws can benefit you. Learn smart tax strategies with help from a Savant financial advisor in Huntsville, AL.

Saving for retirement requires delaying gratification, but that habit can become so ingrained that spending in retirement feels uncomfortable. Watch Financial Advisor Joel Cundick discuss shifting from saving to spending with purpose and confidence.

For retirement plan sponsors, maintaining an effective, compliant, and beneficial plan for employees is an ongoing responsibility. A well-designed and efficiently managed retirement plan can help increase employee participation, improve financial security, and ensure regulatory compliance.