Insights and Blog

Learn more about why auto, homeowners, and health insurance premiums are increasing and what you can do about it.

Here we provide a guideline for how often investors should review their estate planning strategy and include some important life changes that should prompt an immediate review.

Home renovations are expensive, but is it worth it? Well, that depends on how you calculate the ROI of the upgrades. Here, we share some factors to consider and the invaluable aspects of doing your homework.

When it comes to information-stealing scams, there’s good news and bad news. The good news is that we are getting scammed less. According to Motley Fool, there were 1.036 million reports of identity theft in 2023, down from 1.107 million in 2022 and 1.4 million in 2021. The bad news is that scammers are becoming more sophisticated, so we must protect our personal information diligently.

Optimizing your Social Security claiming strategy can significantly impact the probability of success of your financial planning and retirement. Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.

Achieving a stable and enjoyable retirement is more than saving money; it’s about comprehensively making informed decisions and planning. As you approach retirement, excitement about pursuing passions and relaxing often comes with financial anxiety. Transforming this pivotal life stage into a period of stability and enjoyment requires careful planning and strategic decision-making. Here’s why securing a stable and enjoyable retirement and how you can achieve it is crucial.

This blog will explore how readers can embark on a trial period for retirement. It will cover methods for testing your retirement budget, activities, and daily schedule.

A bond ladder is a solid strategy for investors seeking a balance between stable returns and manageable risk. It can also be an effective tool for building diversified portfolios that offer reliable income streams.

For those with children or grandchildren who have yet to use all their 529 funds, this new rollover option is a beneficial alternative, repurposing savings towards retirement and other significant life expenses.

Acknowledging our financial mistakes allows us to learn from them and move forward with greater confidence and well-being.

When considering your retirement strategy, how much thought do you give to how long you might live? While this can be an uncomfortable reality, it should not dissuade you from seriously considering its impact. For many people preparing for retirement, one of the biggest fears is running out of money.

In this blog, we address the use cases and limitations of Artificial Intelligence (AI) in financial planning and emphasize that human financial advisors are still far superior to AI.