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• It’s Not Too Late to Become Financially Literate

  No matter your age, when you understand how to manage your money and finances, you can make sound financial decisions and take the needed steps toward your financial goals.

• Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

  Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key information you need when preparing this year's taxes.

• Retirement

  Your advisor helps you shift gears for the hills and valleys, so you can focus on reaching your destination.

• The Hidden Gems of IRAs: 5 Little-Known Facts You May Not Know

  Look past the surface, examine it closer, and you may be surprised that numerous accounts, including your IRAs, contain hidden gems and little-known facts you didn’t know existed.

• The Importance of Choosing the Right Life Insurance Policy for Your Retirement Years

  Life insurance has its benefits, and choosing a manageable life insurance policy is a critical step in your retirement planning.

• The Importance of Financial Wellness

  Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so important that more than half1 of employers now offer financial wellness programs to their workers.

• 6 Tips for Reducing Social Security Taxes

  Determining how your income impacts Social Security (SS) taxes is important for tax planning.

• Social Security Isn’t Enough: How Social Security Fits into a Well-Rounded Retirement Plan

  If you're nearing retirement age, you know the Social Security process and how much you will likely receive.

• Close to Retirement? What to Know About the SECURE Act 2.0

  Are you getting close to retirement and trying to stay on top of any changes to the retirement laws that may impact your goals and strategy? With the Secure Act 2.0 now signed into law, there are numerous retirement-related provisions included in the Omnibus Appropriations package that may be of interest to you.

• A Retirement Countdown Checklist: 5 Steps to Consider Before Retirement

  Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do for health insurance? Here, you’ll find a useful countdown of the five biggest steps to developing a solid retirement plan.

• 5 Handy Tools and Resources for Building Financial Literacy

  Increasing your financial literacy may allow you to make better decisions about your money and your financial future. Many great resources are available to get you started on the path to financial literacy and to expand your current knowledge. Here are five tools to consider.

• 3 Questions to Ask Yourself Before You Claim Social Security

  If you are unsure when to start your claim, here are a few questions that may help you determine if it is time to make a claim or if you should delay a little longer.

• 3 Moments in Life Where You Should Consider Consulting a Financial Professional

  If you've ever wondered why so many lottery winners (an estimated 70 percent) seem to blow through all their winnings so quickly, the answer often lies in two key traits: overconfidence and trusting the wrong people.1 The same holds true for many athletes, musicians, and movie stars—even a multi-million-dollar jackpot or contract isn’t likely to go far when you're purchasing multiple homes, luxury vehicles, and keeping a large staff of assistants on your payroll.

• 5 Milestones That Mean It's Time for a Life Insurance Review

  Obtaining a life insurance policy is part of being an adult. But it’s also something that you can easily neglect, especially if you obtained it earlier in adulthood.