Considering dementia and financial planning helps families prepare legal and income protections before cognitive decline disrupts decision-making.
The Planning Center is proud to announce that Michelle Maton, CFP®, Senior Financial Planner, has been named to InvestmentNews’ $100M Club: Top Female Advisors 2026 for the second consecutive year. The recognition honors outstanding female advisors who are forging connections and changing the face of the wealth management profession.
Life insurance needs in midlife shift as mortgages shrink, kids grow up, and wealth accumulates. Learn how to decide if you’re over- or underinsured.
Incorporating equity compensation into your retirement planning helps align RSUs, stock options, and tax planning with retirement goals.
The Federal Employee Retirement System (FERS) provides millions of federal employees with a retirement framework built around three core components: a pension, Social Security, and the Thrift Savings Plan (TSP). This guide explores how these benefits work together, along with important considerations for healthcare, life insurance, survivor benefits, and long-term retirement planning.
The higher deduction for state and local taxes may allow some high-earning taxpayers to make bigger reductions to taxable income, but planning should take various caps and phaseouts into account.
Do your investments reflect an organized investment philosophy? CEO and Senior Financial Planner Eric Kies explains the importance and introduces key best practices for managing your portfolio.
With increasing age, many retirees experience medical and mental issues that make it difficult or impossible for them to live on their own. But the type of long-term care they need can be expensive.
Retirement cash flow isn’t just a matter of quantity: it also matters where the cash is coming from. Good retirement cash flow planning should include tax-efficient strategies to make the most of your retirement nest egg.
Spouses who inherit IRAs have more choices about what to do with the money and the timing for doing it. Senior Financial Michael Branham provides some helpful guidance.
Getting your finances started on the right foot doesn’t require drastic changes. Small, consistent steps—such as prioritizing savings, using tax-advantaged accounts, and understanding cash flow—can build lasting financial momentum over time.
For single individuals without children, estate planning is especially important. Without a plan, state probate laws determine who receives your assets and who makes decisions on your behalf. This article outlines why proactive planning matters and the key documents everyone should consider.
Stay informed with the latest financial insights from our experts.
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