
Retirement Planning Articles
Avantax Market Update - July 2025
Posted by on July 07, 2025
The Avantax Market Update video for July 2025 features Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax. The Market Update recaps return for June and then shifts to an update on the Federal Reserve, Corporate Earnings and our outlook going forward.
Two Wealth Management Firms Announce Merger Negotiations
Posted by on June 16, 2025
In a strategic move to enhance their service offerings and expand their market presence, Lumsden & McCormick Financial Services, LLC and Lifetime Wealth Management Group, Inc. are pleased to announce that they are in negotiations to merge.
Avantax Market Update - June 2025
Posted by on June 03, 2025
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax discusses market recovery in May, bond market challenges, trade policy uncertainty, and a positive corporate outlook.
401(k) vs. IRA: What You Should Know
Posted by on May 22, 2025
Having a basic understanding of these two types of retirement accounts, along with their potential advantages and drawbacks, can equip you to make more informed decisions about saving and investing for retirement.
5 Reasons to Invest in Your 401(k)
Posted by on May 20, 2025
Even if retirement isn’t in your immediate future, saving and investing now can help you live comfortably after you’re done working.
Caring for Aging Parents
Posted by on May 13, 2025
When talking to a parent about future care, it’s best to have a strategy for structuring the conversation. Here are some key concepts to consider.
Avoiding Cognitive Decline
Posted by on May 08, 2025
Of those aged 60 and older, 12 to 18 percent have mild cognitive impairment.
5 Social Security Myths: Separating Fact from Fiction
Posted by on March 11, 2025
In this article, we’ll break down some of the most common social security myths.
Starting a Roth IRA for a Teen
Posted by on February 18, 2025
Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider.
Catch-Up Contributions
Posted by on February 06, 2025
In 2001 Congress passed a law that can help older workers make up for lost time. But few may understand how this generous offer can add up over time.