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When it comes to retirement planning, the focus is often on tax-deferred and tax-free accounts like your employer’s 401(k) or a Roth IRA. However, there is a third component that is commonly overlooked, can sometimes be an afterthought, or not even included in the plan at all: a taxable account.

Because of rising interest rates, individuals are turning to family members for help with securing a loan. These intra-family loans are becoming an effective method to lock in a lower rate than what is offered through most traditional lenders, such as a bank.

The Federal Open Markets Committee (FOMC) releases the dot plot each quarter. What exactly is it, why was it created, and what can it tell us?

Financial advisors Chris Ruedi and Brad Stewart provide valuable insight on assessing your current financial situation and determining if your assets are aligned with your desired retirement lifestyle. They also discuss what to do when things don’t go as planned.

Savant Financial Advisor Jakob Loescher addresses the question, “How do I Take Money Out of My Portfolio When I Retire?”

In 2014, Congress passed the ABLE Act. It was a great day for those with special needs and their advocates because the legislation enacted unique tax advantages that were previously unavailable.

Despite higher borrowing costs and rising vacancy rates, we have reason to believe real estate will likely continue to be an attractive asset class warranting a strategic spot in a diversified portfolio.

Shedding light on money blocks can make them more manageable, enabling you to quickly identify, assess, and overcome them. Like anything in life, practice is essential, but imagine the possibilities if you consistently make progress toward your goals.

Layoffs can be a challenging experience for anyone, but for individuals over the age of 50, the process can be especially difficult. Job loss can have a significant impact on your finances, leaving you with many questions and concerns about your financial future.

The U.S. Central Bank’s Federal Open Market Committee elected to skip a rate hike at its meeting this week, in light of recent data indicating that both the labor market and inflation are slowing down. However, that doesn’t mean a rate hike is off the table for July.

Nobody wants to defend against a lawsuit, much less be forced to pay damages. Fortunately, there are some steps you can take to make it less likely that your plan becomes a target for plaintiffs.

When it comes to managing your finances, it’s easy to focus just on investments. While investment performance is undoubtedly crucial, a holistic approach to financial advice goes beyond the numbers.