Insights

Guidance for your pursuit of financial freedom

    Investing92 Articles

    House key sitting on closing papers

    Tue, Dec 2, 2025

    Does It Ever Make Sense to Pay Cash for Your House?

    Buying a house isn’t a one-size-fits-all process. Learn the pros and cons between paying cash or a mortgage to find out what makes sense for you.

    Advisor shaking hands with middle aged couple

    Tue, Nov 4, 2025

    How to Establish a Donor-Advised Fund

    This powerful charitable giving vehicle could help you streamline charitable giving, maximize tax advantages, and support your favorite nonprofits.

    Overlooking lake and mountains

    Tue, Oct 21, 2025

    The Role of Asset Location in Managing Retirement Taxes

    It matters where you’re holding your assets, not just how they’re invested. Unlock potential tax savings in retirement with this lesser-known strategy.

    Aerial view of beach houses with eroding shore line

    Tue, Sep 23, 2025

    What to Consider When Buying a House During Climate Change

    Buying a new home is exciting, but have you considered the increasing risks posed by climate change? Discover essential insights for navigating the real estate market in an unpredictable climate.

    Image of Stock Certificates

    Tue, Aug 12, 2025

    Understanding Stock-Based Compensation

    Beyond your salary, restricted stock units and stock options are potential game-changers. Learn the basics—from vesting schedules to taxes—to make the most of them.

    A turtle walking down a path

    Tue, Jul 29, 2025

    Catching Up on Your Retirement Plan: It’s Never Too Late to Start

    When life gets in the way, it’s easy for retirement savings to get knocked down from your priorities. Take the first step to get back on track: Use these practical strategies to plan for a better future.

    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.