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Give the Gift of Financial Planning This Holiday Season
As we gather with family and friends this week, many of us have spent time picking out the perfect gifts to wrap and lovingly place under the tree. We look forward to seeing them open it and sharing in the joy behind the gift. And though traditional presents like gadgets and gift cards are always appreciated, there’s one gift that [...]
5 Year-End Financial Moves for the Holidays
As the year winds down and the holiday season approaches, December brings a natural opportunity to pause, reflect, and realign. For retirees, this season is a perfect time to give your financial life a little attention before the calendar flips to a new year. Many financial rules reset on January 1, so December is a key time to take advantage [...]
Should I Keep My Retirement Account or Use Annuities?
Deciding whether to keep your retirement savings in accounts like IRAs or 401(k)s versus transferring those funds to an annuity is a question many people face as they approach retirement. Before we jump in, remember you don’t have to choose one or the other—each option offers unique benefits, limitations, and risks. In order to come to a solution that works [...]
Social Security Myths to Watch Out For
If you’ve come across advice like “Social Security is going broke” or “you’re better off just waiting until 70 to claim,” you’re far from alone. These and other commonly repeated notions are persistent myths that can steer well-meaning savers off course. If you’ve heard or wondered about these myths before, it may be time to bring in a financial professional [...]
Gratitude, Goals, and the Golden Years: Planning Your Ideal Retirement Lifestyle This Thanksgiving
With Thanksgiving around the corner, the air feels crisp, the leaves are turning, and plans for the big meal are taking shape. Family and friends will be gathering together to share stories from the year and enjoy delicious food and each other’s company. It’s a season for connection — and also a good moment to pause and reflect on what [...]
What to Do with Your Inheritance
As Thanksgiving approaches, many of us take this time to reflect on what we're thankful for. For some, this season of gratitude may come with an added blessing—an inheritance from a loved one. But how do you make the most of such a meaningful gift? Receiving an inheritance often comes with it a mix of gratitude, responsibility, and uncertainty. It [...]
Planning Ahead: How to Help Reduce Future Tax Burdens for Your Loved Ones
You’ve worked hard to build your legacy—and chances are, you want the people and causes you care about to benefit from it as fully as possible. But when it comes to passing wealth from one generation to the next, taxes can sometimes take a bigger bite than expected. The good news? With proactive estate planning, you can often make thoughtful [...]
“You’ve Saved Enough—So Why Does Retirement Still Feel Uncertain?”
You’ve worked hard, made smart financial decisions, and built the savings you need for retirement. On paper, things look solid. But emotionally? You might still feel a little uneasy. So why do you feel a nagging sense of uncertainty? That uneasy feeling is more common than most people realize. It’s not necessarily about how much you’ve saved—it’s about knowing how [...]
