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You have probably heard about financial planning and its potential benefits, but you are unsure how to apply the principles to your life. A financial plan is a collection of steps that help you to evaluate your financial condition and determine how to prepare for your financial future.

Taking a closer look at whether it might be appropriate for your situation

Looking for a retirement plan for your employees that's easy and inexpensive to administer? There may be a simple answer, the Savings Incentive Match Plan for Employees of Small Employers, better known as the SIMPLE IRA plan.

In a world where economic certainty is not guaranteed, stagnant interest rates can present unique opportunities and challenges for investors. This interest rate environment requires innovative strategies to navigate potential returns. Here are some investing strategies that can help investors navigate the financial markets during periods of stagnant interest rates.

Although the Roth IRA has been a part of the retirement lexicon for years when compared to other types of retirement accounts, it's quite young—it's only been in effect for 25 years. It was introduced as part of the Taxpayer Relief Act of 1997.1 Learn more about the history of this unique account and how it has reshaped the retirement landscape for many.

Annuities are insurance-based financial vehicles that can provide many benefits sought by retirement-minded investors. There are a number of reasons why people buy annuities.

Sometimes we forget just how fragile a nest egg can be.

When the economy tanked in 2008, retirees watched in horror as U.S. markets suffered historic losses. The Dow declined by more than 50%, its biggest drop since the Great Depression of 1929.

Annuities can offer unique features and benefits, but also carry many risks

An annuity is a financial product that provides a guaranteed income stream for a set period of time, typically for the life of the annuitant.

When it comes to your retirement, there are three factors that you may want to take into account when planning for your retirement income needs. 

When it comes time to file your 2024 taxes, most business owners want to optimize their tax planning and manage their taxes. Bonus depreciation, which lets businesses immediately deduct a significant percentage of the cost of qualifying business property, is a helpful tax management tool. However, bonus depreciation rules are changing, and you want to know what it means for your business.