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Have you ever questioned whether retirement is truly what you desire? Is it really the ultimate goal you seek? Retirement often signifies an end, but it’s also important to consider what you will begin. Give yourself permission to dream and think, “What if?”

The U.S. Department of the Treasury has implemented new rules requiring many businesses to disclose information about their true owners. This initiative aims to combat financial crime and improve transparency.

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.

Donald Trump’s return to the White House, coupled with a Republican-led Congress, heralds significant changes for the employer-sponsored retirement plan industry.

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.

The recent outcome, while significant, is a moment in a broader democratic process—and it’s important not to let immediate emotions dictate financial decisions. History shows that across nearly a century of diverse presidential terms, markets have historically trended upward, driven by companies focused on growth, innovation, and customer value rather than political shifts.

Every year around Halloween, the Internal Revenue Service (IRS) gives taxpayers a treat when they formally announce inflation adjustments for over 60 tax provisions. These adjustments affect individual tax brackets, retirement contribution limits, annual gifting limits, and more.

Navigating the complex interplay of investments, debt, and child support obligations can be daunting. Discover how to effectively manage these financial components to help build a secure future for yourself and your children.

While there are many compelling stories about inherited wealth quickly lost through over-the-top spending and gifting, vulnerability to fraud, and bad business deals, the opposite can also happen. Some heirs are frozen into inaction by anxiety as they feel disconnected from and reluctant to take control of the assets left to them.

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.

Wallets, once essential for carrying cash, cards, and personal documents, are becoming less necessary due to the rise of digital technology. To minimize identity theft risks, avoid carrying sensitive items like Social Security cards, passports, extra keys, too many credit cards, password lists, blank checks, and paper receipts. Store these items securely at home and only carry what’s essential.