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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.

Long-term disability insurance is something most people don’t think about often, especially those who are in their prime earning years and in relatively good health. With that in mind, consider looking more closely at your disability insurance options.

The looming recession has been “six months away” for the last 18 months. Yet the data (for the most part) continues to indicate a strong – yet slowing – economy, confounding many who expected the aggressive rate hiking cycle to break the economy and lead to a significant spike in unemployment.

Childcare comes with a hefty price tag. But there are two strategies that can help alleviate the burden during the costly summer season: employing a Dependent Care Flexible Spending Account (FSA) and using the Child Care or Dependent Care Tax Credit.

It’s common to ask about Medicare enrollment as you approach retirement age, and the right answer really depends on your health, employment status, and current benefits.

Major life events, such as the loss of a spouse, retirement, or divorce, can significantly impact your financial well-being. But these changes don’t have to derail your plans. With the right support, you can transform challenges into opportunities for growth.

It appears that an economic cycle characterized by over a decade of low interest rates and financial stimulus is drawing to a close. Investors now face a new reality where company fundamentals play a more significant role.