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With all the turmoil in the news right now, let’s take a well-deserved break from inflation, interest rates, markets, and tactical financial strategies to focus on you living your very best, ideal lifestyle.

Managing the intricacies of estate and financial planning becomes even more crucial when navigating the dynamics of blended families, where unique challenges and considerations often arise.

Throughout your life, you’ve likely developed spending habits based on your perception of what you could afford. However, as you transition into phase two of your financial journey, where a regular paycheck is no longer guaranteed, this perception can hold you back from experiencing the fulfillment you’ve earned through years of hard work and preparation.

As autumn colors paint the landscape, it’s a fitting time to give your finances a seasonal checkup. Let’s explore some key areas to focus on to help you maintain and improve your financial health.

Growing your family through adoption is a life-changing experience! While it is impossible to quantify the love your family will gain, prospective parents need to consider the effects of adoption on their financial plans.

Are you ready to embark on a fulfilling journey toward a well-deserved retirement? Crafting Your Retirement Blueprint is an engaging and informative virtual workshop designed to help individuals navigate the complexities of retirement planning.

As the cost of obtaining a higher education continues to surge, there’s still hope for some financial relief. Several laws have enacted new tax benefits and flexibility, making 529 savings plans an even more attractive way to save for college expenses.

In today’s uncertain world, it’s crucial to be financially prepared for unexpected disasters. Events like the recent devastating fires in Lahaina, Maui, and major weather events like Hurricane Idalia highlight the importance of having a strong financial foundation to cope with unexpected catastrophes.

If you are a Savant client with accounts custodied at TDA, you already know we are in the home stretch of conversion. This Labor Day weekend, all TDA accounts will be migrated over to the Charles Schwab platform.

Going through a divorce can be an emotionally challenging and overwhelming experience. Though life doesn’t come with an owner’s manual, wouldn’t it be nice to have some guidance to help you learn what to expect during your divorce?

Grappling with diminished cognitive abilities can be challenging. But with thoughtful financial planning, we can chart a course that will help navigate possible changes in our mental capacities.

While liquidity exists on a spectrum and can be viewed through a variety of lenses, in short it simply represents the ability to turn an asset into cash or cash into an asset.