Insights

Guidance for your pursuit of financial freedom

Filter Articles By

Latest Articles

Wealth Planning After the Loss of a Spouse

Tue, Jul 5, 2022

Wealth Planning After the Loss of a Spouse

Losing a spouse can be devastating. And probably the last thing you want to think about while grieving is your finances. Unfortunately, some decisions about your wealth need to be made within a certain time period. So hopefully these four steps will help ease the burden during this difficult time.

What We Know (And Don’t Know) About Today’s Stock Market

Wed, Jun 29, 2022

What We Know (And Don’t Know) About Today’s Stock Market

What do we know about the relationship between the stock market’s returns and slowing economic growth? In each one of the last six recessions, except the first part of the 1980s double-dip recession, the stock market bottomed before economic growth fell to its low.

Wealth Planning for Empty Nesters

Tue, Jun 28, 2022

Wealth Planning for Empty Nesters

Empty nesting is undoubtedly a major life change—and you may be feeling an emotional and physical loss. You’re probably facing some financial changes too. So, as you go through the process of reinventing your life as an empty nester, reevaluate your financial state too. Here are some things to consider.

A Ray of Hope for Today’s Market

Wed, Jun 22, 2022

A Ray of Hope for Today’s Market

The recent performance of the U.S. stock market is a trademark of challenging times. After entering bear territory—meaning the S&P 500 fell at least 20% from its high—investors are grappling with a significant loss of wealth. But this chart may offer a ray of hope.

Wealth Planning: Suddenly Single After a Divorce

Wed, Jun 22, 2022

Wealth Planning: Suddenly Single After a Divorce

No one goes into marriage thinking they’re going to get a divorce. Unfortunately, about half do. During this usually painful period, you may be wondering what it means for yourself, your family, and your finances. Here are three steps you can take after a divorce to help ease the burden of planning for your financial future.

A Backdoor Roth IRA: What's All the Hoopla

Wed, Jun 15, 2022

A Backdoor Roth IRA: What's All the Hoopla?

Do you want your assets to compound tax-free for the rest of your life, and beyond? Who wouldn’t! This strategy could be just what you’re looking for.

6 Sources of Retirement Income

Special Report

6 Sources of Retirement Income

Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.