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Balancing philanthropic goals with financial planning can be a complex yet rewarding endeavor. One strategy that has gained popularity among those looking to make a lasting impact, while potentially reaping tax benefits, is the charitable trust.

One of the greatest gifts you can give your loved ones is a thoughtful estate strategy that outlines your wishes after you are gone. Discussing estate details with your team of professionals is another way to help manage your legacy and final wishes.

You've worked hard throughout your life to build assets to support your retirement. As financial professionals, one of the most critical functions we provide is helping clients determine their retirement income needs and structuring a withdrawal strategy that works for them.

Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we've seen how it can play a crucial role in our clients' overall financial strategy, regardless of their income level or net worth.

Did the 2023 tax season leave you feeling down? For small business owners who filed in October, the sting of their annual income tax return hasn’t worn off yet. Now is the perfect time to regroup and prepare a strategy for the 2024 tax year.

The end of the year is prime time to reflect on whether you've met your financial goals. Some examples include repaying debt, saving for college, or building an emergency fund. Giving your finances a year-end checkup can help get you back on track.

Statistics show that nearly 33% of Americans have faced some identity theft attempts in their lives, and experts estimate there is a new case of identity theft every 22 seconds. As financial professionals, one of our primary goals is to help our clients create a financial strategy and protect their wealth. In today’s digital age, identity theft threatens your finances, so it’s crucial to understand the risks and take proactive measures.¹

This blog aims to equip you with practical strategies for protecting your personal and financial information with the goal of maintaining your financial well-being.

Legacy preparation can play a key role in any financial strategy. Legacy management lets you consider what happens to everything you’ve accumulated—and may continue to accumulate—throughout your lifetime. But far too often, we’ve seen this as something that gets overlooked. In a 2024 survey, Caring.com found that less than one-third of Americans had wills.

With Labor Day behind us, we're in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, "How might what happens on November 5 impact my finances?”