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Retirement Planning Articles

 

Avantax Market Update - July 2025

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.

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Two Wealth Management Firms Announce Merger Negotiations

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.

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Avantax Market Update - June 2025

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.

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401(k) vs. IRA: What You Should Know

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.

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5 Reasons to Invest in Your 401(k)

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.

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Caring for Aging Parents

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.

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Avoiding Cognitive Decline

Avoiding Cognitive Decline

Posted by on May 08, 2025

Of those aged 60 and older, 12 to 18 percent have mild cognitive impairment.

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5 Social Security Myths: Separating Fact from Fiction

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.

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Starting a Roth IRA for a Teen

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.

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Catch-Up Contributions

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.

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