Planning for your family’s future is about more than just saving money. It’s about ensuring your loved ones are cared for, even when you’re no longer here. A key part of any estate plan is choosing a trustee, the person who manages your trust and makes sure your wishes are followed.
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Creating a sustainable withdrawal plan is about more than picking a strategy…it’s about building a retirement roadmap that evolves with you. Start by assessing your needs, income sources, and tax situation.
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Market volatility spiked in the second quarter as the S&P 500 dropped sharply in early April following the announcement of sweeping reciprocal tariffs, although those initial losses were slowly and steadily recouped over the remainder of the quarter as initial tariff rates were reduced while economic growth proved resilient and inflation stayed low, allowing the S&P 500 to hit a new all-time high and finish the quarter with a strong gain.
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If you’re a retiree in Canton, Ohio, planning for your financial future, choosing the right financial advisor can feel overwhelming. With so many options, how do you know who’s truly looking out for your best interests?
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With the 2024 tax season in the rearview mirror, now’s the perfect time to plan for 2025 and avoid surprises like an IRS underpayment penalty. This post is especially for those of you considering a Roth IRA conversion, which can sometimes trigger penalties if not handled carefully. Let’s break it down in plain language so you can feel confident heading into next year.
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As you approach and enter retirement, managing sudden wealth wisely is crucial to ensure it enhances your life without becoming a source of stress.
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Volatility gripped markets in the first quarter of 2025 and the major stock indices saw moderate declines as chaotic U.S. trade and tariff policies caused a steep plunge in business and consumer confidence, which raised concerns that economic growth would dramatically slow and corporate earnings growth would disappoint.
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Some people are automatically enrolled in Medicare at age 65, while some have to apply. Follow this flowchart to better understand what, if any, action you need to take to ensure you’re enrolled in Medicare at the right time.
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As retirement planning becomes increasingly complex, one vehicle is gaining attention for its potent blend of savings and tax advantages: the Health Savings Account (HSA), often dubbed the “medical IRA.”
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When it comes to personal finance, there are a number of competing priorities that can make it difficult to determine where to focus your efforts. For many people, the choice between building emergency savings and working towards their retirement goals is one of the biggest dilemmas they face. So, which should you focus on first?
Continue readingThis Retirement Planning Worksheet takes you through 4 key areas to help you get organized, feel confident, and assess your overall readiness for retirement.
