Insights

Guidance for your pursuit of financial freedom

    Financial Education32 Articles

    Older couple stressing over paperwork

    Tue, Nov 12, 2024

    Not All Debt is Created Equal. Here’s Why (And How to Repay it Strategically)

    You might be surprised to learn which debts can work to your advantage—and the strategies to repay the ones that could harm your financial future.

    Walking path through the woods and water

    Tue, Nov 5, 2024

    Upstream Gifting: A Lesser-Known Estate Planning Strategy

    Could it make more sense to transfer some of your wealth to your parents instead of your kids? Discover why some investors are using this lesser-known estate planning tactic.

    Tue, Oct 22, 2024

    Sports Betting Is on the Rise. Here’s Why Investors Should Proceed with Caution

    Sports betting is on the rise – and so are investors’ concerns about the financial consequences. Discover how the online gambling trend could impact your portfolio.

    College girl with books

    Tue, Oct 15, 2024

    FAFSA Got a Facelift: Here’s What Parents Need to Know

    Funding a college education can be a logistical headache, even for people with the resources to do so. The Free Application for Federal Student Aid (FAFSA) form is aiming to streamline the process for everybody with new updates. Here’s what you should know.

    Last Will and Testament

    Tue, Sep 17, 2024

    What are the Best Assets to Leave Your Heirs?

    Discover the pros and cons of different asset types you can leave to your heirs.

    Grandmother holding grand daughter

    Thu, Sep 12, 2024

    Do Your Heirs Want an Inheritance?

    Not everyone wants an inheritance. Discover the reasons why, plus some alternative ways to leave a legacy for your family.

    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.