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Reflecting on the first quarter of the year, I’m reminded of the mountain expedition investors and markets have undertaken, reaching impressive heights as we began the second quarter of 2024. Despite these myriad changes, the markets have continued to reward those who have remained patient and disciplined.

How long will you live? It’s a crucial question for a secure retirement. This article explores key considerations for creating a personalized plan.

While many businesses relegate tax planning to year-end, it can be a missed opportunity. Spreading tax planning throughout the year allows for proactive strategies that can help maximize savings.

Inheriting an IRA can feel like stepping into a labyrinth of rules. Here’s a quick guide to help you navigate the twists and turns.

The allure of balmy southern winters beckons many retirees considering a change of residence. However, navigating the legal complexities of residency changes requires careful attention to tax and estate planning.

Financial planning can often feel overwhelming, laden with complex terminology and seemingly endless strategies. However, a refreshingly simple approach exists: the bucket system.

A well-constructed investment portfolio, much like a meticulously planned backpacking trip, requires careful consideration and preparation. Both endeavors necessitate a clear strategy, a defined course of action, and the tools to navigate unforeseen circumstances.

Dividing retirement assets during a divorce can be complex. While couples typically divide their shared property, plans like 401(k)s and 403(b)s require a specialized court order known as a Qualified Domestic Relations Order (QDRO). This crucial document ensures a smooth and compliant division of these retirement funds.

Elections have the ability to stir up emotions like nothing else, and even at this early stage in the election cycle, this presidential race has already moved into that territory. While political debate is healthy from a democratic process perspective, it can be dangerous if you allow politics to influence your investment decisions.

Acclaimed author and Nobel laureate Daniel Kahneman’s passing leaves a mark on psychology and economics. His research on decision-making biases offers valuable lessons for retirees navigating investments. Here are four key takeaways from his work.

Just like a good spring cleaning refreshes your home, financial decluttering can revitalize your financial life. It helps you organize your money matters, reduce stress, and feel more in control of your financial future. Here are five key strategies to get you started.

Leaving old retirement accounts behind is a surprisingly common practice, with billions of dollars sitting dormant across the U.S. While this may seem like a win for organizations saving on service fees, the reality is more complex. Neglected accounts create burdens for both employers and employees.