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You’ve taken important steps to protect your future by creating a power of attorney, advance directive, and will. But have you shared your decisions with your adult children?

The work-life balance struggle is real, and anxiety about finances is partly to blame. It’s not too late to get a handle on finances, improve budgeting, retirement planning, and much more. Get started by watching our free webinar today.

When the unexpected happens, it’s best to have a backup plan in place. In this webinar, financial advisors Don Duncan and Allison Alexander will explain what you can do to be financially prepared.

Do you worry about having “bad timing” when planning your retirement? Theresa Harezlak talks about her experiences with clients and how to know if you are emotionally and financially ready to transition.

Are worries about inflation keeping you up at night? Financial advisor Chris Ruedi suggests several ways to address potential inflation when developing a diversified investment portfolio.

Navigating the housing market has become a hot topic these days. Investment research analyst Danny Noonan shares his insights about which factors may be turning up the heat.

President Biden recently presented his American Families Plan (AFP), a $1.8 trillion package aimed at reforming education, childcare, and paid family leave. This blog presents a high-level overview of some noteworthy proposed changes.

During your retirement years, there are numerous rules, elections, and key dates in your partnership with “Uncle Sam.” Let’s review key retirement milestones and some costly missteps you can avoid.

2020 taught us all that life can change dramatically in an instant. Whether you have an estate plan or would like to create one, you won’t want to miss this educational discussion with Mike Cyrs, senior director of wealth transfer, and Dominick Parillo, director of wealth transfer.

The proposed American Families Plan could increase tax liabilities for many families by changing the way estates are taxed. Mike Cyrs, senior director of wealth transfer, takes a closer look at the plan and presents possible tax planning strategies.

Favorable gift and estate tax rates through the Tax Cuts and Jobs Act are scheduled to sunset on December 31, 2025. Financial advisor Kevin Kingston addresses the possibility that this exemption may be reduced before the final sunset date.

As COVID vaccines become more accessible, the world is entering the early stages of a return to normalcy which is reflected in equity markets moving higher while volatility returns to pre-pandemic levels. Let’s take a look at the data in May’s edition of MarketWise!