Many people worry about becoming a burden on their loved ones as they get older. Here’s a five-step plan to help you reduce that worry and ensure a smoother future for yourself and your family.

Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA.

Some people plan for retirement, but not for long-term care. Learn how proactive custodial care planning can help you protect your assets, preserve dignity, and avoid costly mistakes.

Turn your 2025 RMD into a gift. Learn how qualified charitable distributions (QCDs) can help lower taxes while supporting causes you care about.

As we head into another Labor Day weekend, let’s applaud those who’ve achieved financial independence! If you’re among this elite group, congratulations! You’ve earned the freedom to live life on your terms!

As year-end approaches, many individuals review their income, assess their retirement savings strategy, and determine the best ways to maximize their contributions. For some, this includes deciding whether to contribute to a Traditional IRA or a Roth IRA – and the potential use of a Backdoor Roth IRA.

Watch the video Confident Spending in Retirement. Financial advisor Joel Cundick discusses the mental shift involved in the retirement transition from saving to spending, with ideas about allocating your spending on what will be most meaningful to you.

While navigating the sea of retirement advice can feel overwhelming, don’t let it stall your saving efforts. Debunking these myths can help empower you to take charge and build a brighter retirement future.

If you’re aged 70 ½ or older, you can consider a “charitable IRA rollover,” or qualified charitable distribution (QCD). Donating this way not only helps a worthy cause; it can also help you save on your taxes.

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.

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.

Retiring in your 50s might sound idyllic, but tapping into your retirement savings early can come with a hefty price tag. The IRS’s “Rule of 55” could be a potential workaround. This rule could exempt you from the 10% penalty under certain conditions.