Retiring early, usually prior to age 65, can present a unique set of circumstances. Remember to keep in mind how it may affect accessing funds, securing healthcare, and planning for a longer retirement period.

In volatile markets, it’s easy to fall into the trap of believing recent performance predicts future results. A subtle but costly bias often begins with the verbs we use. This linguistic slip can reinforce emotional investing decisions driven by recency bias.

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.

Explore retirement strategies with a financial advisor in the Chicago Loop to help manage compensation, taxes, and savings for long-term success.

Learn how families in Lincolnshire, IL can create a long-term financial plan that balances college savings and retirement goals with clarity and confidence.

Even with strong savings and a solid retirement plan, many retirees struggle with the fear of spending. Concerns about market volatility, healthcare costs, and shifting from saver to spender can create financial anxiety.

As you approach retirement, it’s easy to feel like time is running out. Don’t let mistakes hold you back from achieving your ideal retirement. Learn from others and start planning now to avoid common pitfalls.

Staying healthy and financially fit go hand in hand. Just like regular workouts build physical strength, consistent financial habits can help create long-term stability. From healthcare choices to smart savings strategies, here are five ways to strengthen your financial health.

After decades of saving and working, many people find their biggest retirement challenge isn’t financial — it’s personal. What will give your life meaning when work is optional? Adopting a “Portfolio Life” mindset can help you thoughtfully design a fulfilling, balanced future built around purpose, passion, and new possibilities.

When you’re trying to save for both your children’s education and your own retirement, it’s easy to feel pulled in two directions.

Senate passes tax bill that locks in 2017 cuts, raises estate exemptions, and adds new deductions, shaping tax policy for years to come if signed into law.