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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.

Learn how to assess and make the most of the assets you’ve inherited, whether it’s financial investments, real estate, or other valuable property.

Losing a spouse can bring significant financial changes and uncertainties. Here are some essential financial planning considerations for widows and widowers.

The 2023 housing market has many would-be homeowners scratching their heads and wondering, “Is now the right time to buy a home? Or should I wait for a cooldown?”

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.