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.

With careful design and proper administration, a cash balance plan can be more than just a retirement vehicle; it could become a long-term strategy for growth, talent retention, and financial efficiency.

Beyond the financial considerations, early retirement can hold emotional and cultural significance for Generation X.

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.

Did you take a new job recently? If so, you may be wondering what to do with your old 401(k) account. Before you make any decisions, be sure to do your homework first.

Wondering if you’re ready to retire? Learn what to expect financially, emotionally, and socially with these tips designed to help create a smooth transition.

Keep your eye on the finish line, not the obstacles. The same goes for retirement strategy. Staying focused on your goals can help you navigate challenges.

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.

In this on-demand webinar, financial advisors Libby Muldowney and Danielle (Dahn) Moore share tools and strategies to help you maximize your retirement—at any stage.

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.