Are You 5–10 Years from Retirement? Here’s What You Need to Start Thinking About Now
Estate Planning 101: What Every Couple Over 50 Needs to Know
When you're in your 50s and 60s, estate planning becomes more than just "something you’ll get to eventually." It’s an act of love, a legacy move, and a critical piece of your overall financial wellness. Yet so many couples put it off, unsure where to begin or thinking it's only for the ultra-wealthy.
Give with Purpose: How Strategic Charitable Giving Can Maximize Your Impact and Minimize Your Taxes
Charitable giving is one of the most meaningful ways to support the causes close to your heart—but it can also be a powerful financial tool when approached strategically. Whether you're donating appreciated assets, using your IRA to fulfill charitable goals, or planning a philanthropic legacy, aligning your generosity with tax-smart planning can make every dollar go further.
How to Know If You're Really Ready to Retire: A 10-Point Checklist
Retirement—it’s the ultimate goal for so many of us. But how do you know when you’re actually ready? It’s not just about hitting a certain age or financial milestone. True retirement readiness means feeling confident, secure, and prepared for what’s ahead… both financially and emotionally.