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Establishing a new life with someone you love is a wonderful and hopeful time. Here are a few practical things to consider when starting out.
Wedding expenses might still be on your mind. But it is important to keep an eye on your financial future so that you can enjoy retirement together.
Welcoming a new family member through birth or adoption is a joyful event. Here are a few things to consider when it comes to the financial well-being of your new addition.
It’s never too early to save for a child’s educational future. A 529 plan offers you a tax-advantaged way to save for college tuition and education-related expenses.
We understand that caring for a loved one involves emotional time and energy as well as financial commitment. While you focus on your loved one, we can help you stay on track for retirement and other financial goals.
Quickly get an estimate of how prepared you and your household are for retirement.
Make your wishes clear and establish financial provisions for your family.
Ending a marriage can be a complicated and emotional time. Here are few things to consider when it comes to protecting your financial future.
Compile all financial paperwork, including wills, trusts, financial statements, and brokerage statements. Then consider having a financial planner involved with making legal settlement decisions.
Consult with a tax advisor to determine the best course of action regarding retirement and brokerage accounts.
Review the rules regarding Social Security benefits. Those aged 62 or older might be eligible for a larger social security benefit based on their former spouse’s earning history.
All investments are subject to market risk, including the possible loss of principal.
This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice. This [material] [communication] does not provide fiduciary recommendations concerning investments or investment management; it is not individualized to the needs of any specific benefit plan or retirement investor, nor is it directed to any recipient in connection with a specific investment or investment management decision.