Articles, Market Commentary
& More

Staying healthy and financially fit go hand in hand. Just like regular workouts build physical strength, consistent financial habits can help create long-term stability. From healthcare choices to smart savings strategies, here are five ways to strengthen your financial health.

I recently spoke with a thoughtful couple preparing for retirement after 31 years of work. They were curious about the “100 minus your age” rule—a common guideline that, while simple, may be dangerously misleading when applied without context.

As you approach retirement, it’s easy to feel like time is running out. Don’t let mistakes hold you back from achieving your ideal retirement. Learn from others and start planning now to avoid common pitfalls.

Markets fell sharply following new tariff announcements. Here’s what it means and why there’s no need to panic.

This is a common question when you’re ready to plan your retirement income. Many people want to start Social Security payments as soon as they’re eligible at age 62, but did you know that if you wait, your benefits increase 8% annually?

5 best practices during uncertain times. When volatility strikes, keep calm and carry on toward your investment goals!

The fear of a market downturn often paralyzes retirees. But bear markets are a normal part of investing. The key to a successful retirement isn’t avoiding them, but being prepared for them.

Life is full of unexpected twists and turns, and insurance can help serve as a vital safeguard against financial uncertainty. One of the most pressing concerns many of us face is: “Am I adequately insured?” The answer to this question lies in understanding your individual circumstances and protection needs.

While reviewing your estate planning documents may not be at the top of your to-do list, it’s a crucial aspect of financial preparedness. Like regular medical checkups, proactive attention ensures your estate plan aligns with your current circumstances and legal landscape.

Tax planning isn’t just a seasonal chore. Financial advisors can help you minimize taxes throughout your financial journey. They consider your income, expenses, and investments to help craft tax-efficient strategies for each life stage.

In this on-demand webinar, you’ll learn about essential tools, strategies, and insights to help you make the most of your retirement, no matter how close you are.

A confluence of factors – longevity, inflation, a confusing healthcare landscape, and the limitations of Medicare – can have a significant effect on a person’s ability to afford their medical expenses in retirement. In fact, it’s a topic that concerns many Americans.