RMDs are crucial for retirement account owners age 73 and older Some qualified retirement account owners are surprised that the IRS requires them to take a certain amount from their accounts each year. Including required minimum distributions in your financial plan can help you avoid higher taxes and potential IRS penalties. Overview If you own a qualified

Longer lifespans mean more Americans will need some sort of long-term care assistance in their later years. Your financial professional can help you find and implement options to cover the cost and help make sure you receive the care you need when you need it most. Overview Americans are living longer — and that means

Natural disasters can strike anytime, anyplace. Fortunately, your portfolio doesn’t have to suffer major damage when they do. It is possible to help protect your investments from declines after a natural disaster and potentially uncover growth opportunities when the storm clears. Overview From wildfires on Maui to powerful hurricanes along the East Coast, recent news

Members of the “sandwich generation” are simultaneously providing support for both a parent and a child. This group has unique financial needs to consider, especially when planning for retirement. Overview If you’re finding yourself toggling between caring for the needs of an aging parent and a child, you’re not alone. The Pew Research Center recently

Four things to consider when rebalancing your portfolio Imbalance in a portfolio typically occurs due to various shifts in the markets, industries or asset classes. If a portfolio has shifted away from its initial asset benchmark, it may be time to think about rebalancing. Overview When you first set up an investment, you (and your

More retirees are planning to head back to work. Will you be one of them? An increasing number of Americans say they plan to return to the workforce at least part time after taking their “official” retirement. Their top reasons for returning: boredom, more income and the urge to pursue new interests. Overview In late