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Past Commentary & Articles
When you think about tax season, the first person who comes to mind is probably your accountant or tax preparer, but don’t forget about financial advisors who monitor the impact of taxes on their clients’ portfolios year-round.
Are you nearing retirement or planning for your future financial security? Social Security can be a critical component of your retirement income, and understanding how to maximize your benefits can significantly impact your financial well-being during your golden years.
Financial advisors can be hired for various “jobs,” depending on your specific financial goals. Understanding your needs and the services different advisors offer is crucial to finding the right fit for you.
Celebrate Pi Day, March 14th, with a slice of pie (of course!) and learn more about how the mathematical constant pi (3.14…) can be applied to your financial well-being.
In today’s digital age, cybersecurity is a critical concern for all organizations, including those that manage retirement plans. ERISA-covered plans are especially attractive targets for cybercriminals because they hold sensitive personal and financial data.
The IRS Pre-Check Compliance Program helps qualified retirement plan sponsors proactively review their plan and self-correct minor errors to minimize the risk of audits and penalties.
Nearly a quarter of Americans prefer to take their vacations during the winter. But what if you’re retired and want to stay longer? Consider becoming a “snowbird.”
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.
Just as you review other aspects of your financial plan, you might want to review your auto insurance policy to determine whether your coverage is sufficient. Most drivers are familiar with auto insurance but may be unsure about how it works.
Choosing the right advisor for you and your family requires careful consideration. Good chemistry is important, but asking thoughtful questions and conducting due diligence can help you differentiate between a “good” advisor and a great one.
For generations, workers have had a clear-cut career path that ended with retirement. But the world has changed dramatically in recent years, and you may now find yourself with the opportunity to reprioritize and repackage how work fits into your life.
As retirees shift from saving during the accumulation phase to spending in the distribution phase, they frequently face emotional hurdles and uncertainties. In this FAQ, we explore typical concerns and present practical strategies to help navigate this pivotal life transition.