Up-to-date articles on matters that offer an informed perspective to your own financial journey. We invite you to explore more on our blog.

Tuesday, June 28, 2022

While many business owners often spend their days meeting clients’ needs, they may have a difficult time assessing their own vulnerabilities. To cover all your bases, you may want to consider insurance Against the Unthinkable.

Monday, June 27, 2022

It may be early, but we see some potential signs that energy trends could be changing, which would not only have positive implications for consumers’ wallets, but also potentially investors’ investment portfolios.

Tuesday, June 21, 2022

Planning for retirement is essential as a step toward financial security. Most investors are familiar with 401(k)s, Traditional IRAs, or Roth IRAs but often may not know about an annuity's benefits in retirement.

Tuesday, June 21, 2022

To help investors manage through this difficult period, we answer some of the top questions we’re getting about bear markets and list some things to watch to assess progress toward an eventual durable low.

Tuesday, June 14, 2022

What constitutes a gift to charity? How do you decide which one to give to? What options do you have to donate? Here's what you need to know.

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Monday, June 13, 2022

This year has been tough for investors, not just because stocks have fallen but also because bonds have not helped mitigate those losses as they have historically done.

Tuesday, June 7, 2022

If you have always thought estate planning was just for those nearing retirement or already retired, think again. If you own a home, it is important to have a plan in place.

Monday, June 6, 2022

Many pundits are issuing recession warnings and saying the economy is heading for a hard landing. Amid the cacophony of voices, we think the economy is slowing just like central bankers want but not shrinking.

Tuesday, May 31, 2022

Whether your child was just born or is heading toward high school graduation, a 529 savings plan may help you put aside funds to pay for college expenses without paying taxes.

Tuesday, May 31, 2022

We fully acknowledge how tough it is to see the bull case for stocks right now, and a retest of recent lows is certainly possible, but this week we lay out the bull case for the second half of the year. It starts with inflation.

Tuesday, May 24, 2022

Annuities can be powerful financial planning tools. Most often used as an insurance product, an annuity can also be used as an investment vehicle, as a way to turn lump-sum income into a stream of payments.

Tuesday, May 17, 2022

Credit cards make it easy to cover a variety of expenses. But are credit cards suitable for college students? The answer is “it depends.” While a credit card may make sense for one student, it might be a mistake for another.

Tuesday, May 10, 2022

At every stage of life, you may have financial questions that you don’t know the answers to. But not every question has a definite right or wrong answer because it largely depends on your unique situation. What is the most suitable answer?

Tuesday, May 3, 2022

As a business owner, you may assume you do not need professional financial advice until you hit certain milestones such as $1 million in sales, having ten employees, or some other tangible measure.

Tuesday, April 26, 2022

A well-managed trust can help preserve wealth for generations, while a poorly-managed trust may provide only a quick path to insolvency. How can you ensure that your trust falls into the first category?

Tuesday, April 19, 2022

Here are some key numbers associated with estate planning, as well as the federal gift tax and estate tax rate schedules for 2021 and 2022.

Tuesday, April 12, 2022

In a rush to file for Social Security benefits at age 62? Many people are - but slow down and do the math first. Here are three reasons why delaying taking your Social Security benefit to age 70 is a decision you may want to consider.

Tuesday, April 5, 2022

April is not just about tax season and springtime. Since 2004, April has also been Financial Literacy Month throughout the U.S. Here are some ways you may celebrate Financial Literacy Month this April.

Tuesday, March 29, 2022

Even if your finances are far more modest than a lottery winners', there are some lessons to be learned from their mistakes. Here are three common situations in life when it's a good idea to consult a financial professional.

Tuesday, March 22, 2022

Here are some "been–there–done–that advice" that might be helpful if you are running your own venture. Because actually running a business is something that no one ever teaches in school.

Tuesday, March 15, 2022

If you have reached a point where retirement is the next big step, you need to develop a strategy that will help you cross the bridge from the world of work to the world of leisure.

Tuesday, March 8, 2022

Retirement is not what you retire from, but what you retire to. When you plan for retirement, an exciting new phase of life, double-check your expectations. They may not match the reality.

Tuesday, March 1, 2022

It's hard to imagine functioning in today's society without access to credit. However, you need to be careful not to fall victim to some of the pitfalls associated with it

Tuesday, February 22, 2022

One of the most vexing questions for anyone planning for retirement is: “What’s a suitable age to start receiving Social Security benefits?”

Tuesday, February 15, 2022

The average college student graduates with around $30,000 in student loan debt.

Tuesday, February 8, 2022

These individuals are part of the sandwich generation, those sandwiched between the obligation to care for their aging parents and their children at the same time.

Tuesday, January 11, 2022

Some see retirement as a time to start a new career. Others see it as a time to travel. Still, others plan to spend more time with family and friends. With that in mind, here are some things to consider.