If you’re nearing retirement age without enough saved, you’re not alone. Many people face this challenge. However, there are strategies to help you build a more secure financial future, even if you’re starting late.

As 2024 draws to a close, it’s time to take stock of your financial situation and make strategic moves. From maximizing retirement contributions to optimizing tax benefits and exploring charitable giving, there are several actions you can take now to improve your financial health. Let’s dive into some year-end financial planning tips.

Are you ready to embark on a new chapter in your life? Retirement is a significant milestone that deserves careful planning. With so many important decisions to make, it can be overwhelming to know where to start.

Have you ever wondered if owning a second home is right for you? Review the checklist that helps compare the pros and cons of buying vs. renting.

Losing a parent is one of life’s most challenging experiences, and the administrative responsibilities that follow can be overwhelming.

Are you worried about your aging parents? Maybe they’re facing health challenges, or you’ve heard unsettling stories from friends. You know you need to talk with them about their plans for the future, but where do you begin?

Once the kids are out of the house, many empty nesters are faced with too much free time. When considering what to do, one popular option for retirees is travel.

Enjoyed your years of saving but unsure how to spend? Don’t let guilt or fear hold you back. Watch this recorded webinar to help you develop smart spending strategies for a fulfilling retirement.

Investing in retirement is different from investing during your working years. A key strategy is knowing which part of your retirement portfolio should not be invested. Though it may seem counterintuitive, this approach can help capture higher long-term market returns.

The rules governing inherited IRAs have just undergone a major overhaul. The SECURE Act of 2019 and subsequent IRS regulations have significantly impacted how beneficiaries can access and manage inherited retirement funds.

The traditional notion of retirement is evolving, with many individuals opting for a combination of work and retirement. This shift has led to innovative approaches for accessing retirement funds. One such strategy is in-service withdrawals from a 401(k).

After decades of helping guide people through retirement, I’ve discovered that almost no one knows the exact return their investments must generate to last a lifetime. This isn’t a random figure; it’s the crucial rate that helps sustain your retirement lifestyle while accounting for inflation.