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When it comes to planning for retirement, it's easy to get overwhelmed. Putting together a financial strategy can be complicated at any time of life, what with changing regulations, ups and downs in the market, and disagreements – even among the better-known investment advisers – about the best ways to save and spend money.

It is estimated that about 40 percent of business founders were friends before they became business partners.[1] But while starting a business with a friend can be a great way to secure your financial future, it can also put new and challenging pressures on your friendship.

As of 2017, about two-thirds of all nonprofit organizations in the U.S. had annual budgets of less than $1 million.[1] For these non-profit organizations where every penny has a purpose, having the services of a financial professional can be incredibly valuable.

After two years of decreases, interest rates on federal student loans are set to increase almost a full percentage point for the 2021-2022 school year.1 The interest rates on federal student loans are reset each year after the May auction of the 10-year Treasury note.

Though U.S.

As the saying goes, "50 is the new 40"—and with Americans living longer than ever before, it's not unusual for those in their 50s, 60s, or even 70s to be in their peak earning years.¹ But for those who would prefer the option of an early retirement, it can be helpful to revisit your net worth (and investment strategy) at each milestone age to make sure you

For many people, turning 65 provides one of the keys to retirement: access to affordable healthcare. Whether you're enrolling in the Medicare program for the first time or have been a Medicare enrollee for years, it's important to stay on top of current offerings, costs, and enrollment dates so that you can select the plan that best fits your needs.

For investors approaching retirement, it is important to begin thinking about retirement income planning.

Corporate wellness programs have been key tools in improving productivity, employee retention, and creating a more desirable corporate culture. While many companies have put a strong focus on physical wellness plans, many are just touching on the surfaces of other vital components of a wellness program, such as emotional, financial, and social wellness.

Your savings might not stem from tax breaks, but rather from other financial benefits. You won’t be spending money on commuting, restaurant lunches, after-work happy hours, etc. Now is a great time to update your budget and financial plans accordingly.