Retirement
Securing Your Legacy: Understanding Wills and Trusts
Estate planning—it’s one of those things many people know they should do, but often gets pushed to the back burner. Yet, creating a solid plan for your assets and loved ones is one of the most financially and emotionally responsible steps you can take.The foundation of any good estate plan often comes down to two…
Read MoreRetirement Planning 101: Are You on Track?
Retirement is one of life’s most significant milestones, providing the opportunity to enjoy the freedom and rewards of years of hard work. But achieving a secure and comfortable retirement doesn’t happen by chance. It takes careful planning, smart decision-making, and an understanding of the many factors that can impact your financial future. Planning for retirement…
Read More3 U.S. Presidents Who Still Influence Your Retirement Planning Today
Each year, Presidents’ Day is celebrated on the third Monday in February, paying tribute to George Washington, Abraham Lincoln, and the other U.S. presidents who helped create this country and allowed it to thrive.
Read MoreRetiring Early As a Couple: A Financial Love Story
Retiring early as a couple is a goal shared by many, and if planned comprehensively, it may provide opportunities for travel, passion projects, and more quality time together.
Read MoreReality Check on Your Retirement Savings
Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no time like the present to ensure you are allocating enough funds to your retirement account.
Read More5 Common RMD Mistakes That Could Ruin Your Retirement
As age 73 nears, it is critical that you begin considering how you want to handle the required minimum distributions (RMDs) you are obligated to withdraw from your tax-advantaged retirement accounts, including 401(k)s, 403(b)s, 457s, and individual retirement accounts (IRAs). According to US New Money, 62% of Americans aren’t even aware that they have to…
Read MoreRetirement Planning Guide for Oil Industry Professionals
The crude oil and natural gas industry has faced significant challenges since the COVID pandemic, including supply disruptions, price volatility, and rapid inflation. However, heavy cash flow for oil and gas companies has led to a plethora of high-paying jobs for many professionals. Below, we discuss tips and tricks that can help oil and gas…
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