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.

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.

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.

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.