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On Aug. 7, Pres. Donald Trump signed an executive order titled Democratizing Access to Alternative Assets for 401(k) Investors, aimed at expanding the investment choices available to participants in defined contribution retirement plans under the Employee Retirement Income Security Act of 1974 (ERISA).

Your net worth statement is your financial blueprint. It outlines your assets, debts, and overall financial standing. Discover why regularly tracking it is essential for building wealth.

As inflation continues to weigh on the economy, its effects are felt in nearly every aspect of Americans’ financial lives, particularly when it comes to retirement planning.

Wealth transfer advisor Alaina Davalos and financial advisor Evan Kuykendall explore strategies for managing and transferring wealth, helping to create your financial legacy in this on-demand webinar.

A significant wealth transfer is on the horizon, with trillions of dollars poised to pass to the next generation. But inheriting money comes with a crucial decision: should you stick with your parents’ financial advisor? Here are key questions to ask yourself as you navigate this financial crossroads.

Retiring early, usually prior to age 65, can present a unique set of circumstances. Remember to keep in mind how it may affect accessing funds, securing healthcare, and planning for a longer retirement period.

For those earning above specific income thresholds, IRMAA applies to both Original Medicare and Medicare Advantage enrollees, significantly increasing monthly costs. If you’re navigating Medicare costs or planning for retirement, this overview can help you understand the impact of IRMAA and the steps you can take to effectively manage your premiums.

Life is full of unexpected twists and turns, and insurance can help serve as a vital safeguard against financial uncertainty. One of the most pressing concerns many of us face is: “Am I adequately insured?” The answer to this question lies in understanding your individual circumstances and protection needs.

In volatile markets, it’s easy to fall into the trap of believing recent performance predicts future results. A subtle but costly bias often begins with the verbs we use. This linguistic slip can reinforce emotional investing decisions driven by recency bias.

Trust and communication are key to strong client-advisor relationships. However, changes can lead clients to reconsider their advisors. Let’s explore why these shifts occur.

Are you considering a living inheritance? Learn the pros and cons of gifting assets during your lifetime and how it may impact your legacy, taxes, and heirs.

Whether you’re early in your career, approaching retirement, or already in your next chapter, this webinar is tailored to help you plan with more clarity, confidence, and efficiency.