Keeping You Informed 

This blog will talk about the use cases and limitations of AI with regard to financial planning and emphasize the fact that human financial advisors are still far superior to AI.

This blog explains what real estate investment trusts (REITs) are and includes information on the types of REITs, their benefits and drawbacks, and how to invest in REITs.

On May 28, 2024, settlement cycles on U.S. stocks and other securities will shift from two business days to one. What does the trade settlement change mean to investors?

How might you consider the future of your creative work, patents, likeness, and other IP? Could these be important factors in your retirement strategy and beyond? While these advancements present exciting opportunities, they also require careful consideration of ownership, management, and estate strategy.

Our economy and society will change as more and more baby boomers retire.

This blog will be about filing a final tax return for a loved one who has passed away. It includes information that the person filing will need and discusses how to make the process easier.

This blog will piggyback off the theme of National Volunteer Month and provide readers with some ideas for how to celebrate by volunteering.

This blog is about why retirement planning looks different for women than it does for men and what we can do to help more women retire comfortably.

This blog will talk about what financial documents you should back up to ensure your financial safety.

This blog will talk about what a credit freeze is and how to freeze your credit.

Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tips and hidden costs.

This blog will share some of the best quotes from Warren Buffet, one of the world’s most famous investors and businesspeople.

Help your clients and contacts to understand the whens and wherefores of adjusting their retirement strategies with our new article.

We hear a lot about inflation rates, but do you know how inflation is calculated? Interestingly enough, that’s a pretty simple formula that economists use! Find out how here.

This blog will talk about National Mentoring Month and encourage people to get involved by mentoring those around them.

The holiday season isn't complete until you've watched your favorite Christmas movie. While you settle in with a cup of cocoa, think about how the aftermath of these favorite movie mishaps would play out in real life.

This blog will share five classic Christmas stories to get readers into the holiday spirit.

This blog will give tips on how to keep your house safe when traveling for the holidays.

This blog will give a wrap-up of financial goals over the year and prompt the reader to look back on how they did on their goals and reflect for the upcoming year.

In 2003, the U.S. was emerging from the dot-com recession, unemployment rates were peaking during a jobless recovery, and online shopping was becoming more popular. Twenty years have passed, and here's how some things have changed — one pandemic and two recessions later.