Latest Blogs

The benefits, drawbacks and opportunities

America is in a retirement crisis, with the average person having far less saved than they’ll need. Secure Act 2.0 can help people do a better job saving for retirement. But as with most things, there are pros and cons. Stewart breaks it down in this week’s blog.

I know it’s hard to think about saving for retirement when you’re just starting out, but it’s essential.

Four questions to consider before you invest in rental properties

Thought leadership for Seniors' Financial Regrets

For some, money-making potential isn’t the only consideration.

Not everyone can access a top-tier financial planner, but that doesn’t mean they have to fly completely blind.

A divorce can have a significant impact on your financial future, especially if you don’t have a strategy in place.

Thought leadership for the Debt Ceiling Standoff & Personal Finance

Picking investments as an individual is difficult unless you specialize in investing.

Market volatility has some people shying away from investing in stocks in favor of squirreling money away in banks. But savings accounts alone won’t net you much return.

A Key Component of a Successful Retirement

There’s been a lot of buzz this year about the Secure Act 2.0, but there have also been a lot of questions. We have answers.

America is drowning in debt, and even six-figure earners are living paycheck to paycheck. Good or bad, financial habits start young: It’s imperative to teach our children financial literacy.

If you read this blog regularly, you’re already familiar with diversifying your portfolio. That’s important in the banking world too.

How to Make Retirement Money Last

If you had a choice between continuing to work at your job for years to come or starting your retirement right now, it’s not unreasonable to suspect you’d be on a fishing boat tomorrow! If early retirement is something you’re thinking about, there are important things to consider.

Reverse mortgages are often misunderstood, with people either thinking they’re a great financial decision or a poor one. The truth, as with most financial matters, is that whether a reverse mortgage is a good idea depends on your individual situation.

It’s fine to put off tasks like washing the car or sorting through your closet, but procrastinating on your taxes could cost you money.

February means love is in the air! A key to a happy, successful relationship is to be in alignment about life’s important decisions.

People commonly make retirement mistakes that keep their financial planners up at night. In the final installment of our Retirement series, we dive into what those mistakes are and how to avoid them.

What if the worst happens and you need to exit retirement completely in order to make ends meet?

Many retirees opt for partial retirement once their career comes to a close, shifting from full-time work to a part-time job. But before you do, there are some factors you should consider.

Part Two of our retirement series discussed planning for your retirement lifestyle. That becomes more difficult if your savings momentum is interrupted by a recession or job loss.

The kind of lifestyle you lead in retirement not only impacts your enjoyment of that permanent vacation, but also the probability of financial success.

One of the biggest fears for people close to retirement is the worry they’ll run out of money and have to re-enter the workforce.

Rising interest rates aren’t all bad news; as rates rise, certain traditionally “safe”investments become more attractive.

Record inflation and interest rates, combined with the threat of a possible recession, are making holiday shopping especially tough this year.

Why to consider this often-overlooked aspect of retirement planning.

The collapse of the FTX Crypto Exchange highlights the risk inherent in cryptocurrency.

It’s always a good time to plan for the future.

Holiday gatherings are all about family, food and football, but they’re also a great time to talk about finance!

End-of-year charitable giving is a great thing to do; here’s how to do it more effectively.

Tax strategy is key to getting the best return on your retirement savings.

Don’t believe the marketing hype; owing money is debt

Using behavioral finance to improve your investing habits

Don’t let fear reduce your options

Understanding the differences and opportunities

There has been a lot of talk about “stagflation.” What does that mean?

How to deal with money emergencies

Procrastination can be costly

The good, the bad and the misleading

Financial planning for the real world

Questions to ask about Roth Conversions

The importance of having both in your financial plan

How to navigate Retirement Choices

Even if you’re not rich, estate planning is important.

The Federal Reserve is planning to keep increasing interest rates to combat inflation. How can you prepare your finances?

A Look at Social Security in the Past, Present & Future