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Losing a loved one is a deeply personal and difficult experience. During this challenging time, financial security may be the furthest thing from your mind. However, Social Security survivor benefits can offer some much-needed stability as you navigate this new normal.

In this on-demand webinar, Financial Advisors Jeff Lewis and Chris Ruedi expose the truth behind some of the most popular investment myths.

To avoid a big tax surprise, you may need to change your mindset about tax planning. By being proactive and planning throughout the entire year instead of just at tax time, you can help maximize your benefits and minimize the surprises. 

It’s common to feel a sense of paralysis when you receive an inheritance. It can feel like the money still belongs to your loved one so you shouldn’t touch it. If you’ve received an inheritance, here’s the first thing you should do.

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.

Whether you’re new to giving or a seasoned philanthropist, this recorded webinar offers insights and tools to help you create a lasting, meaningful impact.

The divorce process can be challenging. Once the divorce decree is final, the last thing you may want to do is more paperwork. That’s why so many divorcees lose sight of the critical step of updating their will.

Losing a parent can be one of life’s most challenging experiences, especially with the overwhelming legal, tax, and administrative responsibilities that follow.

This informative recorded webinar aims to provide practical steps and support to help you effectively manage these responsibilities.

After years of saving as much as possible, retirement means switching gears and recreating a 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 both complex and challenging.

What’s the difference between Performance Stock Units, or PSUs, and Restricted Stock Units, known as RSUs, in the context of executive stock-based compensation? In this video I will share the key differences, reveal common mistakes, and share one little-known-fact that may surprise you.

The financial landscape is challenging, with inflation, political unrest, and market swings creating uncertainty. Avoid costly mistakes driven by fear or impulse. Watch this webinar recording for strategies to invest wisely amid economic uncertainty.

Planning for retirement involves more than just saving money; key birthdays play a crucial role in your retirement strategy. In this recorded webinar, “Birthdays to Remember for a Successful Retirement,” financial advisor and managing director Jack Phelps reveals potential pitfalls and opportunities on these critical birthdays.