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Feeling unsure about exercising your company stock options? Financial Advisor Matt Witter discusses the critical factors impacting this decision, including tax implications, timing strategies, and more.

Navigating the complexities of Social Security can be challenging, especially for those with substantial assets and income. Watch our educational webinar recording designed specifically to help high income earners integrate Social Security into their retirement plan.

Whether you’re just starting your retirement journey or fine-tuning your existing plan, this recorded webinar is tailored to equip you with actionable insights to help you build a solid financial foundation and prepare you for retirement.

To avoid a big tax surprise, you may need to change your mindset about tax planning. By being proactive and planning throughout the entire year instead of just at tax time, you can help to maximize your benefits and minimize the surprises.

If you’re planning for retirement, chances are you’ve reviewed your estimated Social Security payments. But have you done the math to see if your payments will be subject to income tax?

Recent tax law changes may have impacted your charitable deductions. Discover strategic giving plans to maximize the impact of your donations on the causes you care about, while potentially lowering your tax burden.

Retirement can be an exciting time that many eagerly await. But there may also be a sense of uneasiness or anxiety that accompanies this stage of life. Taking some time to think about where you are now, and what you can do to stay on track, can be beneficial and may ease those feelings of angst.

After years of focusing on saving as much as possible, in retirement you’ll need to switch gears and figure out a way to replace your paycheck with your savings. Cracking into your nest egg in a tax- and risk-efficient manner while reinvesting enough to support the rest of your life can be a complex and challenging topic.

Attaining a $1 million nest egg is a significant financial achievement. But you may wonder if this amount translates to a secure and comfortable retirement? In this episode of Ask a Savant Financial Advisor, Chris Ruedi provides insights to help you determine your retirement readiness.

Are you nearing retirement or planning for your future financial security? Social Security can be a critical component of your retirement income, and understanding how to maximize your benefits can significantly impact your financial well-being during your golden years.

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 split your time between a high-tax state and a low-tax state, one common question is, “Can I change my residency to save money on taxes?” The answer is – it depends.