Rupert Wealth

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Financial Aid for Students 101 Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

Historical Inflation This calculator shows how inflation over the years has impacted purchasing power.

Use your car for business? Make sure you're on the same page as your insurance carrier.

When Does Your Personal Car Become a Commercial Vehicle? At what point can you call a personal vehicle commercial?

Market Update! April saw a tech stock rally despite recession fears and mixed earnings reports. Dow Industrials led with a 2.5% gain, while S&P 500 gained nearly 1.5%, and Nasdaq was flat. In May, the focus is on the Fed's next move, economic data, and bank lending activity. Stay up-to-date with our monthly market report.

Monthly Market Insights | May 2023 The Dow Jones Industrial Average led, picking up 2.48 percent. The Standard & Poor’s 500 Index rose 1.46 percent, while the Nasdaq Composite was flat (+0.04 percent).1

15-year vs. 30-year: know your refinancing options.

Lots of Variables with Fixed-Rate Mortgages When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Lifestyle inflation can be the enemy of wealth building.

Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow.

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector.

Quarterly Market Insights | Q1 2023 Stocks posted solid gains in the first quarter as investors navigated corporate earnings, shifting monetary signals, and troubles in the banking sector.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

Test Your Life Insurance Knowledge How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

The Three Keys to a Great Password Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

There are benefits and limitations when using a living trust.

A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.