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.

As we celebrate July 4th, it’s a fitting time to reflect on a different kind of independence — the personal freedom that comes from self-reliance and financial confidence.

Maximize your retirement savings by starting your 401(k) early. See how time and compounding can help grow your wealth for the future.

Plan for retirement in Manassas, VA. Learn strategies to manage market volatility and leverage Virginia tax advantages for retirees.

Thinking about splitting time between states? Discover smart tax, healthcare, and investment strategies from a fiduciary financial advisor in Santa Fe, NM.

Retirement is a well-deserved reward for a lifetime of hard work. But before you can fully embrace those golden years, some crucial planning is necessary. Here’s a roadmap to consider as you embark on this exciting new chapter.