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Retirement planning can seem like a daunting task. While the image of lounging on the beach or pursuing lifelong hobbies can be quite enticing, it's also accompanied by serious financial questions. Among the most critical concerns that arise during such discussions...

In my years working as a financial planner, one common belief I've noticed among many people is that once you retire, your money will only shrink. The worry about how the stock market behaves can be quite nerve-wracking, and the fear of losing money is very real....

If you receive a refundSo you worked diligently with your tax preparer to complete your return, only to discover some of the fruits of last year’s labor will be coming back to you as a refund. So, what can you do with your bounty? Here are some possibilities: Start...

Passed in December 2022, the SECURE Act 2.0 includes a comprehensive set of provisions intended to help many Americans and employers with retirement saving. Many of its provisions are not detailed here, so please contact your financial advisor to see how this new...

The latest adjustment snaps a four-month run of 75 bps interest rate increases by the Fed. As expected, the Federal Reserve (Fed) increased the federal funds rate by 50 basis points (bps). Fed officials reiterated its commitment to bringing inflation down to its 2%...

For many of us, the end-of-year holidays are a time to connect with loved ones, make family memories and give back to the charities that mean the most to us. It’s often an appropriate time to get your portfolio in shape and diversify where necessary as well. Consider...

While keeping in mind your long-term investment goals, meet with your advisor and coordinate with your tax professional to examine nuances and changes that could impact your typical year-end planning.Mind Your RMDsBe thoughtful about required minimum distributions...

Selecting a personal representative for your estate, also known as an executor, is no easy task. While it’s an honor to be chosen as an executor, it’s also a demanding commitment consisting of more than two dozen responsibilities and liabilities. For instance, an...

You likely think of life insurance as a way to help your loved ones after you pass away – and it does. But there are other reasons to consider life insurance as part of your overall financial and estate plan. Even the ultra-wealthy rely on the versatility of life...

Many couples don’t agree on when, where or how they’re going to spend their golden years. When Fidelity Investments asked couples how much they thought they’d need to save for retirement to maintain their current lifestyle, 49% said they had “no idea.” Over half the...