Naturally, people fear losses more than they value gains. This is why many clients worry about financial setbacks. We often see “financial F.E.A.R.” – False Evidence Appearing Real. These fears often have a basis in truth but require deeper understanding. Here are four common retirement fears.

Learn how to build a self-funded retirement plan in Freeport, IL, with guidance from a fiduciary advisor focused on income and taxes.

Considering retirement in Lewes, Delaware? A fiduciary advisor can help you navigate taxes, healthcare, and investments for a more confident retirement.

Potentially lower your retirement taxes with help from a Rockford, IL advisor using Roth strategies, smart withdrawals, and Social Security timing.

Rockford families can balance college and retirement goals with help from a local advisor using 529 plans, Roth IRAs, and smart strategies.

Discover how civil servants in Dover, DE can work with a fiduciary financial planner to align their pensions and tax strategy to their long-term goals.

Learn how a financial advisor in Manassas, VA, can help federal employees optimize FERS, TSP, and retirement income with tax-smart strategies.

Thinking about retiring in Satellite Beach? A local financial advisor can help you maximize Florida’s tax benefits and build a plan for your long-term goals.

James Haygood and John Clarke, financial advisors with 20+ years’ experience serving university faculty, share overlooked yet impactful financial strategies — from tax planning to portfolio tips — in a relaxed, jargon-free session designed to enhance your long-term financial well-being.

Helping your grandchildren pay for college can be a rewarding way to support their future. By designing a retirement blueprint, you can determine how much you can afford to contribute without compromising your own financial security.

Discover five smart retirement income strategies for Santa Fe retirees, from tax-savvy withdrawals to Social Security timing, with help from Savant advisors.

When it comes to financial planning, few factors are as pivotal — or as unpredictable — as how long you’ll live. Understanding the difference between life expectancy and longevity is key to creating a flexible, personalized strategy for lasting financial security.