The last month has been a whirlwind for the financial markets. Investors have been hit with a series of unsettling developments, from disappointing Q2 reports from major tech companies to uncertainty around short-term interest rates following remarks from Federal Chair Powell. In anticipate of the upcoming elections, we wanted to share a piece that Capital Group recently published highlighting the 3 mistakes that investors make during election years.

Reaching the age of 65 is an exciting milestone, and it comes with important decisions about your healthcare coverage. Here are some key considerations to help you make the best choices for your Medicare coverage:

When it comes to discussions around estate planning, clients frequently ask if it is possible to avoid probate. Before determining if probate can be avoided, let’s begin by understanding what the probate process really is.

Navigating the process of settling an estate can be daunting, especially for first-timers. Even those with prior experience may find that handling the estate of a spouse presents unique challenges. The emotional toll of losing a spouse is profound, and managing the practical and financial complexities of their estate can be overwhelming. Here are five essential insights that widows often encounter during this difficult journey.