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Planning for retirement is more than just crunching numbers and chasing a dollar figure. It’s about entering your next chapter with the right frame of mind. A hidden obstacle may be a scarcity mindset. Let’s explore how this mindset can derail your retirement dreams and what you can do to overcome it.

Multigenerational wealth management explained: gifting, trusts, estate planning, tax strategies and tips for preserving family wealth and values.

Like spring cleaning refreshes your home, a financial review can refresh your finances. Although it can initially seem daunting, breaking the process into steps makes it more manageable. Keep reading for a walk-through of reviewing your financial accounts, assets, liabilities, and estate plan.

Traditionally, homeownership meant a spouse, kids, and a picket fence. But times are changing. Facing high costs associated with home ownership, young adults are exploring new options. One idea is gaining steam: buying a house with a friend.

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.

Vesting long-term incentives can be a major financial milestone, potentially representing a significant amount of your wealth. Here’s a breakdown of key steps to consider.

As the April 15th deadline draws near, tax filing is in high gear. To ensure an efficient and potentially more beneficial tax filing experience, avoiding common mistakes is crucial. Here, we explore five key areas for a smoother tax season.

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.

Financial advisors can be hired for various “jobs,” depending on your specific financial goals. Understanding your needs and the services different advisors offer is crucial to finding the right fit for you.

Celebrate Pi Day, March 14th, with a slice of pie (of course!) and learn more about how the mathematical constant pi (3.14…) can be applied to your financial well-being.

In today’s digital age, cybersecurity is a critical concern for all organizations, including those that manage retirement plans. ERISA-covered plans are especially attractive targets for cybercriminals because they hold sensitive personal and financial data.

The IRS Pre-Check Compliance Program helps qualified retirement plan sponsors proactively review their plan and self-correct minor errors to minimize the risk of audits and penalties.