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One of the keys to building a healthy and sustainable retirement savings plan is to take full advantage of an employer-sponsored retirement account. Here are several factors to consider when reviewing your retirement plan options.

After you are gifted or inherit securities, it’s common to wonder whether you should sell or hold on to them. There’s a tax aspect of the decision, but you might also feel sentimental about the holdings.

Ever wondered about your lifespan? It’s not a usual party topic, but for financial advisors, it’s a daily concern. Planning for life expectancy is vital in financial matters.

Altering a 40-year habit is challenging. Confidently flipping the switch from saving to spending to support the life you’ve earned requires regularly consulting your numbers so you can make educated and rational decisions.

Many of us worry about our aging parents, and with good reason. Unfortunately, seniors can be easy targets for financial scams. The good news is there are steps you can take to help protect your loved ones.

The Federal Open Market Committee concluded its July meeting and announced a 0.25% rate hike. This sets the target for the federal funds rate between 5.25% and 5.50%. The pause we witnessed in June was likely just a brief respite, and the end of it did not come as a surprise to many investors.

About two years ago, Charles Schwab acquired TD Ameritrade. “Conversion” day is on the horizon (Sept. 5, 2023) and we’re encouraging our clients to get ahead of the game. Are you ready?

Divorce can be a complex and emotionally draining process. After the final decree, it’s crucial to remember to update your beneficiary designations.

Inflation has left many of us wondering how we can preserve purchasing power in our investment portfolios, particularly in fixed income. Two forms of inflation-protected bonds have been top-of-mind: Treasury Inflation Protected Securities (TIPS) and I Bonds.

Many assume that doctors and dentists lead a comfortable retirement life. However, this perception often overlooks the unique challenges they encounter in saving for retirement, particularly in the early stages of their careers.

The rules for inherited IRAs have become quite complex over recent years due to new legislative changes. When you first inherit an IRA, there are a few key rules to remember to help avoid any unintended consequences.

Managing your investment portfolio to minimize taxes can be a major part of your retirement and financial planning strategy. Have you heard of “tax-loss harvesting?” The technique can help to maintain tax efficiency over time, especially as markets fluctuate.