Divorce after 55 brings unique financial challenges, especially with retirement on the horizon. Planning ahead and seeking professional advice can help you protect your assets and ensure a stable financial future.

Your budget is a key tool for your financial planning toolkit. By understanding where you’re using money, you may find opportunities to align your spending with your goals. Here are some step-by-step ideas to get you started.

What does yoga have to do with retirement and financial planning? In this podcast, hosted by Sharon Calhoun, you will learn how to improve decision-making and manage stress with insights from our guest yogi Tory Schaefer.

In today’s digital world, technology is changing the game for so many businesses. Let’s explore how, as a retiree, you can harness the power of AI for your new business.

Case Study: We know that life events happen. Some things we can plan for like buying a home, funding a child’s education, or preparing for retirement. Divorce, on the other hand, can feel unexpected and emotionally exhausting.

Estate planning for blended families requires careful consideration and proactive steps. This article covers everything from organizing legal documents to family communication. It’s a great resource for anyone looking to secure their family's future.

Nvidia, Microsoft, and Apple have achieved a market capitalization of over $3 trillion, highlighting the impact of AI in their growth. As the market wonders if these "AI darlings" are peaking, we discuss changes in market leadership and breadth.

As we continue to provide comprehensive financial guidance, we're sharing valuable resources on caring for aging parents. This article outlines important steps and considerations for families. Check it out and start planning ahead.