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Retirement is a major life transition that can bring both excitement and uncertainty. While financial planning is crucial, understanding the psychological aspects of retirement is equally important for a successful and fulfilling post-career life.

With the start of the fourth quarter comes the season of giving. If you’re thinking of donating to your favorite charity in Q4, here are some tips on how to make a difference while reducing the impact on your wallet.

Lawmakers are busy this week ahead of a Sept. 30 deadline, hoping to pass a short-term funding measure to keep the government operational. What could this mean to you?

For generations, workers have had a clear-cut career path that ended with retirement. But the world has changed dramatically in recent years, and you may now find yourself with the opportunity to reprioritize and repackage how work fits into your life.

If you’ve been following the Fed this year, it’s been like a rollercoaster with interest rates rising four times. We might find ourselves in a pause before the drop, but these breaks are crucial for evaluating monetary policy’s impact on the economy and inflation.

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.