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My clients Ben and Sarah came into the office recently. At 60 years old, they’ve worked hard their whole lives to save up $1.5 million, and they’re seriously starting to think about retirement. But, will that $1.5 million really be enough for them to meet their lifestyle goals and enjoy retirement on their terms? Let’s find out.

Wealth and estate planning are vital for all individuals but are particularly essential for high-net-worth (HNW) individuals in the sandwich generation. "Sandwich generation" refers to individuals caring for their aging parents and children simultaneously.

When most people think about retirement, their 401(k) is often the first account that comes to mind. For many, it’s the single largest piece of their retirement nest egg and the result of years, even decades, of saving and investing while working.

The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your financial landscape. On Financial Professional Day, explore how working with a financial professional could be a game-changer on your path toward a higher net worth.

For decades, Social Security has been one of the cornerstones of retirement income in America. If you’re like most people, you’ve been paying into the system for your entire working life and are expecting it to provide a meaningful portion of your income once you stop working.

If you’re a high-income earner, you’ve probably already run into the frustrating reality that many of the best tax-free investment options are off-limits to you. One of the biggest culprits? The Roth IRA.

If you’re nearing 60 and wondering whether your savings can carry you comfortably through retirement, you’re not alone. For many Americans, the big question isn’t just if they can retire, but how their retirement will actually play out. The answer isn’t one-size-fits-all. It depends on your lifestyle, spending goals, health care needs, and investment strategy.

There are a variety of beneficial retirement funds that you can consider depending on your risk tolerance, your income, the time you have left until you retire, and how you hope to spend your retirement. There is no one right way to invest in retirement as everyone’s circumstances are different.

Here at The Noble Group, we’ve spent decades helping clients retire confidently. And, to help build that confidence for yourself, you can calculate three personalized retirement numbers. By the end of this article, you’ll know whether you’re on solid footing or need to adjust course before making one of life’s biggest transitions.

Market uncertainty occurs when investors find it challenging to analyze current and future market conditions due to market volatility. Various factors, such as inflation, central bank policy changes, interest rate fluctuation, investor behavior, unemployment news, and industry buzz, can cause market volatility.

If you’ve been paying attention to the latest tax legislation, you’ve probably heard about the recently passed "One Big Beautiful Bill." At first glance, it might seem like just another round of political noise. However, for retirees and those approaching retirement, this bill brings substantial changes that could significantly impact your financial future.

Over nearly four decades in the financial industry, I’ve seen investors thrive during historic bull markets—and panic during sharp downturns. While no one can predict what the market will do tomorrow, we can learn from patterns, data, and history. That’s why I’ve developed seven rules of thumb that every investor should understand.

At The Noble Group, we’ve worked with countless clients who initially resist the idea of shifting into bonds.

At The Noble Group, we work with families who want to go a step further—who want to give their kids more than a solid education. They want to give them a head start on financial freedom.

When it comes to retirement planning, most people focus on saving and investing during their working years—which is great. But one of the most overlooked (and most important) parts of the retirement equation is this.

Ask ten people whether hiring a financial advisor is “worth it,” and you’ll likely hear ten different answers. Some will point to the cost, others to the potential for better returns—but ultimately, it’s a decision that feels as personal as your money itself.

As you approach retirement, one of the most impactful decisions you’ll make is when to start taking Social Security benefits. This single choice can dramatically shape the quality of your retirement—sometimes by hundreds of thousands of dollars.

At 55, with $750,000 saved, big retirement questions arise. These questions impact more than just finances—they shape peace of mind. At The Noble Group, we help individuals and couples create a clear retirement roadmap, just like we did for John and Samantha.

These plans enable parents to save for their children's college expenses. However, their role in estate planning and wealth transfer has become more accepted due to their characteristics, tax advantages, and potential for flexibility in distribution.

Giving is more than just writing a check. It represents a meaningful experience and direction that helps to create an enduring impact felt by your family and by those you are helping. Consider these four steps to take when creating a giving plan.