For many people, helping to pay for their children’s or grandchildren’s education is one of their main financial goals. It’s admirable to want to put your wealth toward bettering the next generation. 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.

Over the past few years, podcasts have gained popularity. These audio commentaries cover every topic under the sun, from TV to news to true crime. There’s even a subset of podcasts dedicated to retirees! Here are five podcasts about living in retirement that you’re sure to enjoy.

Insurance may not be the most exciting topic, but it's a crucial part of protecting yourself and your finances. As we celebrate Insurance Awareness Day, let's take a moment to talk about why insurance is so important and how you can make sure you have the right coverage in place.

Are you thinking about your taxes and financial strategies for 2026? If not, you should be. In 2026, a number of tax adjustments that were enacted as part of the 2017 Tax Cuts and Jobs Act (TCJA) are anticipated to expire. For affluent couples, the most consequential change is likely to be a substantial reduction in the estate tax exemption.

So, what’s up with the U.S. debt ceiling? It’s stressful to watch huge, consequential events unfolding over which we have no control. And who needs more stress in their life? This is why we encourage you to think of your investments as a bright spot of relief in an otherwise unmanageable world