In 1994, financial advisor William Bengen introduced the “4% rule,” a retirement planning guideline suggesting retirees can withdraw 4% of their savings annually. While foundational, evolving financial landscapes and the rule’s limitations highlight the importance of personalization, flexibility, and regular reassessment when crafting sustainable retirement strategies.

Few things turn a retirement plan upside down more than a divorce. You may be worried you will have to abandon your retirement plan if your 401K is divided in a divorce, and you very well may be right.

Are you ready to make the most of your retirement years? Retirement is more than the end of a career—it’s the beginning of a new phase filled with opportunity, purpose, and freedom. In this recorded webinar, Financial Advisor Lois Basil and Director of Financial Planning Anne Mank have a dynamic discussion designed to equip you with the tools and strategies to help maximize your retirement experience.

Are you tired of shivering during the cold winter months? Maybe you’re ready to join the leagues of retirees who migrate to a warmer climate when the first frost occurs each year.

While traditional wisdom suggests you should be debt-free before retirement, this belief isn’t universally applicable. Under the right conditions, maintaining a mortgage can be a strategic financial move that supports long-term retirement goals.

Medicare is a federal health insurance program that provides coverage to millions of Americans. Understanding the basics of Medicare is essential for anyone who wants to make informed decisions about their healthcare coverage. Here are six things you need to know.

After years of saving as much as possible, retirement means switching gears and recreating a 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 both complex and challenging.

If you’re new to the family gifting process, you may not realize there’s more to it than simply writing a check. It’s important to consider the emotional implications as well as the tax and legal implications of giving a large financial gift.

The holidays are approaching – a perfect time for family gatherings! But beyond the joyful chaos, use this opportunity for a different kind of gift: open communication about your financial plans. Here’s how to navigate these potentially awkward conversations.

Serious health issues can disrupt lives. Explore this three-pronged approach to financial preparedness to help ensure peace of mind during difficult times.

This recorded webinar is designed to help you navigate the complexities of Medicare and avoid potential mistakes.

Transitioning from private, employer-provided healthcare to Medicare can feel like an intimidating proposition. But investing time to learn the basics can help you feel more comfortable.