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• Retirement Planning: The Ultimate Endless Summer Adventure

  Here are some tips and tricks to help manage your retirement to have the goal of being carefree and relaxing as a child's summer vacation.

• You Might Not Want to Max Out Your 401(k) Right Away

  Contributing to a 401(k) plan is an excellent method for saving for retirement.

• 8 Financial Wellness Tips to Help Manage Generational Wealth

  Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation.

• A Quick Guide to 529 Plans and College Savings: Dispelling Common Myths and Misconceptions

  529 plans are a tool for those looking to save for college for their children, grandchildren, or any family member.

• Mortgage Refinance

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• RMD Calculator

  qua07 landing ​Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice.  We

• Social Security Calculator

  ret04 landing ​Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice.  We

• Savings & Interest

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• Retiring on Your Own Terms: 7 Ways You Can Work Toward an Early Retirement

  Many dream of working toward early retirement, but getting there generally doesn’t happen by accident.

• Spreading Holiday Cheer with Year-End Giving

  The holidays are nearly upon us – a time of giving, goodwill to others, and embracing traditions.

• Make the Most of Your Tax Write-Offs for Giving Tuesday

  Here are some tips and tricks for managing your deductions and charitable purposes on Giving Tuesday.

• How to Navigate Buying a Home During High Inflation

  With rising housing prices and interest rates, you may feel pressured to jump on the carousel to avoid being left behind.

• A Financial Checklist for Life-Changing Events

  When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning.

• What’s New for RMD Requirements

  A critical aspect of retirement planning is understanding the rules and requirements surrounding Required Minimum Distributions (RMDs) from retirement savings accounts.

• How to Give Well and Wisely

  With so many economic and social challenges in society, contributions to charities and philanthropy efforts are needed now more than ever. While you likely may appreciate the value of giving, you also want to give wisely. Below are a few simple tips to ensure your contributions are going where they are needed.

• Know What You Are Worth Today to Map Out Your Financial Future

  It does not matter how much money you have today; you still must know the details of what you are worth. Understanding your financial situation can help you develop a retirement plan, pay down debt, draft a comprehensive estate plan and live with financial independence.

• How to Prepare for Retirement

  Whether you’re just starting your career or are planning to retire this year, it’s never too soon or too late to start preparing for your retirement. What this entails may be different from person to person, but there are a few essential tips everyone should keep in mind when saving up for their eventual retirement.

• What Should Millennials Consider Doing With Their Money?

  As the oldest millennials have reached their forties, this generation is purchasing homes, paying off student loans, and starting their families. But while millennials might get some teasing for their "avocado toast" tastes and penchant for convenience, these 30-to-40-year-olds represent a powerful economic force. What are millennials spending their money on now, and what might they do to help increase their assets over the next few decades?

• 529 Plans and Alternatives: Making an Educated Decision about Education Savings Options

  Here are some key details about 529 plans and other education savings options to help you decide which plan is appropriate for you and your loved ones.

• Retirement Savings Calculator

  Use this retirement planning calculator to determine when/if the money will run out during retirement and it will recommend additional savings if required.