July 8, 2024

Long-Term Care Planning: A Comprehensive Guide

Long-term care planning is a critical consideration for aging adults. In fact, the U.S. Department of Health and Human Services (HHS) estimates that 70% of people […]
June 20, 2024

Asset Location: What Is It, How Does It Work, and Why Does It Matter?

According to a recent report from Lincoln Financial, 62% of retirees wish they had planned differently for retirement. One of the top regrets among retirees is […]
May 28, 2024

What to Do If Your Identity Is Stolen: Essential Steps to Safeguard Your Finances

In our increasingly digital and AI-driven world, the risk of identity theft continues to escalate, affecting millions annually. In the first quarter of 2024, the Federal […]
May 22, 2024

How to Prepare Your Personal Finances for Self-Employment

Transitioning from traditional employment to self-employment marks an exhilarating yet challenging journey. With the allure of independence and control comes a host of new responsibilities, particularly […]
May 2, 2024

Financial Independence: What Does It Mean, and How Can You Achieve It?

Many people engage in financial planning hoping to build enough wealth to enjoy their later years without financial worries. But achieving “financial freedom” or “financial independence” […]
April 22, 2024

How to Prepare Yourself Financially for Divorce

Going through a divorce is no doubt an emotionally taxing experience. Yet, for many couples navigating divorce, the financial ramifications can be just as devastating. According […]
April 3, 2024

Income vs. Wealth: Differences and Opportunities

Building wealth involves more than just earning a high income; it requires a deliberate and disciplined approach to managing your finances. Income and wealth are foundational […]
March 19, 2024

How to Prepare for Falling Interest Rates: A Comprehensive Guide

Falling interest rates have a variety of implications for savers and investors. Here are five ways you can prepare.  As the economy begins to cool and […]
March 1, 2024

Buying vs. Renting: 6 Considerations When Choosing a Home

When choosing a home, the buying vs. renting decision is deeply personal, reflecting not just current financial realities but also your future aspirations, lifestyle choices, and […]