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5 Ways to Stay Confident in Retirement

5 Ways to Stay Confident in Retirement

Today’s retirees are living longer than ever before and experiencing retirement in new ways.

59 1/2: WHY IS THIS AGE SO IMPORTANT?

59 1/2: WHY IS THIS AGE SO IMPORTANT?

If you were born in the early 1960s, you’re old enough to remember the Apollo lunar landings. You may remember the first departure of astronauts Neil Armstrong and Buzz Aldrin, who walked on the moon and into history.

4 Critical Social Security Facts Retirees Must Know

4 Critical Social Security Facts Retirees Must Know

More than 70 million Americans (21 percent of the U.S. population) receive some form of Social Security. This public insurance has helped lay the economic foundation for Americans for more than 80 years, providing support to retirees and others.

Common Tax Errors to Avoid

Common Tax Errors to Avoid

Our extended tax season is coming to a close, bringing a time of paperwork and
preparation to millions of Americans who want to file an accurate return.

Understanding Your Estate: Critical Elements of an Estate Strategy

Understanding Your Estate: Critical Elements of an Estate Strategy

Taking time to create estate strategies not only helps you put your financial house in order, but may also save you money. By documenting your wishes
and goals, you create a legal framework that the courts, your executor,
and your loved ones can follow when settling your estate. Without these
strategies in place, your family risks going through a lengthy and expensive process — which could alter any wishes you had for your legacy.

2024 Tax Planning

2024 Tax Planning

In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different this tax year, and what you can do to prepare. Keep in mind that this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.

Take Charge of Your 401(k)

Take Charge of Your 401(k)

Have you ever switched jobs? Research shows that the average American
employee switches jobs over 12 times by the time they turn 54.1

5 Retirement Strategies for Small Business Owners and How to Address Them

5 Retirement Strategies for Small Business Owners and How to Address Them

Small-business owners are an essential component of America’s economy. In the United States, 99.7% of all firms are comprised of small businesses with 500 or fewer employees.

6 Important Financial Strategies for Your 20s and 30s

6 Important Financial Strategies for Your 20s and 30s

Personal finance goals look a little different when you’re in your 20s and 30s. While your parents are focused on managing retirement, you might be navigating the challenges of paying off student-loan debt, establishing yourself in a new career, buying a home, and having a family.