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Retirement can be an exciting time that many eagerly await. But there may also be a sense of uneasiness or anxiety that accompanies this stage of life. Taking some time to think about where you are now, and what you can do to stay on track, can be beneficial and may ease those feelings of angst.

Losing a loved one is a deeply personal and difficult experience. During this challenging time, financial security may be the furthest thing from your mind. However, Social Security survivor benefits can offer some much-needed stability as you navigate this new normal.

If you have ever heard the phrase “portfolio rebalancing” and wondered what it means, you’re not alone. Here’s a breakdown of portfolio rebalancing and why it’s an important tool for investors.

The Department of Labor (DOL) recently finalized a rule strengthening protections for retirement savers. This rule clarifies who qualifies as an investment advice fiduciary under ERISA. Plan sponsors like you should be aware of this update. We’ll explore the key points and what you can do to prepare by the September 23rd effective date.

While self-directed brokerage accounts (SDBAs) may entice employees with their vast investment choices, offering them within your retirement plan requires careful consideration. This article explores the fiduciary issues your committee must address to navigate the potential benefits and risks.

We’ve all heard the phrase, “Don’t wait for a crisis in your life to motivate you to prioritize and do what you really want to do.” Yet, it often takes a crisis to prompt us to reevaluate and refocus. For me, losing my mother at a young age was a wake-up call to prioritize and make the most of every day.

Leading approximately 80% of single-parent households with minor children, single moms shoulder the primary responsibility of providing financial stability and security for their families. Here are five essential financial strategies for single mothers to consider.

As we celebrate the special women in our lives, let’s also acknowledge the valuable financial lessons they taught us. From “save for a rainy day” to “be yourself,” moms have a way of imparting timeless wisdom that can guide our financial decisions.

Lois Basil taught her daughter Hannah the importance of financial independence and literacy. Together, they founded Basil Financial Group, now part of Savant Wealth Management. Read their inspiring story of how a mother’s wisdom shaped a lifelong passion for finance and a family legacy of financial empowerment.

Building a lasting legacy is a common goal for many families, but transferring wealth across generations can be a daunting task. However, the right approach can help you overcome this challenge.

While a million dollars might sound appealing, true financial security is more than just a number. It’s about what matters to you.

The age-old question of whether $1 million is enough for retirement continues to spark debate, but the truth is, there’s no one-size-fits-all answer. It’s time to move beyond general guidelines and focus on a more personalized approach.