Designing Your Ideal Life (Now and in Retirement)
Don’t let the present moment pass you by as you work toward retirement. Here are 4 ways to start living your retirement dream now!
529 vs. Other Educational Savings Programs
What education savings programs are right for you? A 529 plan is one of the most common educational investment options, but there are other choices. Let’s explore the different programs to help you determine which one is right for you.
Teaching Your Adult Children Financial Responsibility: Why a Financial Plan Is Essential for Their Future
Parents want their children to succeed, and that includes being financially responsible. Read our tips for helping them plan financially.
Are You Thinking About Your Tax and Financial Strategies for 2026?
You may need to examine your estate planning strategy in the coming months, as the estate tax is set to return to pre-2018 levels in just a few years unless legislative action is taken.
The High Price of Waiting to Plan for Your Financial Future
Delaying financial planning might be a small cost today, but a huge expense tomorrow. Invest in your future now to reap the benefits later.
Four of the Worst Celebrity Investments
Check out some of the worst celebrity investments, from risky real estate to shady art deals.