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Recent tax law changes may have impacted your charitable deductions. Discover strategic giving plans to maximize the impact of your donations on the causes you care about, while potentially lowering your tax burden.

Market corrections can be unnerving, especially as you approach retirement. But remember, your investment time horizon is likely much longer than you think. If you strategize, fully grasp your life expectancy, and adhere to market principles, you do have time!

Life throws curveballs, and our financial goals naturally shift with them. But what happens when quick fixes for temporary situations become outdated anchors? This can be especially true with life insurance policies.

Imagine entering retirement with confidence, clarity, and a sense of purpose. But how do you get there? You could consult your “Retirement Dream Team” – a diverse group of people to help you address the emotional, social, and personal aspects of this new chapter.

Feeling bombarded by scams? You’re not alone. The FBI reports a rise in cons targeting older adults, with a staggering $3.4 billion stolen in 2023. Let’s explore some common tactics and tips that can help you stay safe.

The stock market hitting new highs can be a cause for celebration, but it can also trigger anxieties for investors. This common question arises: “Should I wait for a pullback before investing?”

Retirement can be an exciting time that many eagerly await. But there may also be a sense of uneasiness or anxiety that accompanies this stage of life. Taking some time to think about where you are now, and what you can do to stay on track, can be beneficial and may ease those feelings of angst.

If you have ever heard the phrase “portfolio rebalancing” and wondered what it means, you’re not alone. Here’s a breakdown of portfolio rebalancing and why it’s an important tool for investors.

While estate planning often gets relegated to the back burner, a critical document deserves immediate attention: the power of attorney (POA). It can ensure your wishes are carried out when you are unable to act on your own behalf.

The Department of Labor (DOL) recently finalized a rule strengthening protections for retirement savers. This rule clarifies who qualifies as an investment advice fiduciary under ERISA. Plan sponsors like you should be aware of this update. We’ll explore the key points and what you can do to prepare by the September 23rd effective date.

While self-directed brokerage accounts (SDBAs) may entice employees with their vast investment choices, offering them within your retirement plan requires careful consideration. This article explores the fiduciary issues your committee must address to navigate the potential benefits and risks.

We’ve all heard the phrase, “Don’t wait for a crisis in your life to motivate you to prioritize and do what you really want to do.” Yet, it often takes a crisis to prompt us to reevaluate and refocus. For me, losing my mother at a young age was a wake-up call to prioritize and make the most of every day.