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As we wind down 2023 and start thinking ahead to 2024, you may be considering your future plans, both personally and professionally. If those plans include taking a sabbatical in 2024, make sure you are personally and financially prepared.

Are you or a loved one considering the possibility of aging in place? This informative and insightful webinar explores practical steps and innovative solutions to help you create a living space that adapts to your changing needs.

If you’ve been asked to financially support a loved one, it’s important to maintain perspective – and healthy boundaries. There are a number of meaningful ways you can help a loved one that won’t involve putting your retirement savings at risk.

Retirement is meant to be a relaxing time after years of hard work. Careful, tax-smart retirement planning can help protect your assets from unnecessary taxes and help set your mind at ease.

If you’re engaged and both fully maximize contributions to your Health Savings Account (HSA), beware if one or both of you are on a family health plan and contributing at the higher family contribution level. You’ll likely need to adjust future contributions to avoid penalties.

Performance Stock Units (PSUs) have long been a crucial part of executive compensation packages, offering an opportunity for company leaders to share in the success of their organizations. However, for executives, navigating the world of PSUs can be tricky, and mishandling them can have significant financial consequences.

Ever wondered how financial advisors prepare for their own golden years? Do these professionals who manage wealth and help others plan for retirement have inside secrets?

As we age, it’s natural to consider ways to adapt our home so we can stay in it longer. But how do you ensure that your home aligns with your evolving needs while maintaining its aesthetic appeal? We spoke with a senior partner at KGA Studio Architects in Denver, CO, a nationally recognized architectural studio that specializes in residential design.

Running out of money is a major concern for retirees in America. According to a recent survey, retirees are more concerned about running out of money than dying!

Are you nearing retirement or planning for your future financial security? Social Security can be a critical component of your retirement income, and understanding how to maximize your benefits can significantly impact your financial well-being during your golden years.

When planning your retirement, it’s common to feel a bit lost when it comes to your healthcare coverage. After all, your health insurance has likely been provided by your employer throughout the course of your career, so now what?

This year, investors received a valuable lesson about the perils of relying on short-term forecasts to inform their investment choices. In an unexpected twist, the U.S. economy defied earlier recession projections, demonstrating resilience through reducing inflation while maintaining low levels of unemployment.