05/30/2026
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
05/28/2026
Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
05/27/2026
Buy or leaseāit's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
05/26/2026
Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
05/25/2026
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
05/23/2026
Find out whether you are insurable before implementing a strategy using life insurance.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
05/21/2026
Being healthy may help your personal finances.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
05/20/2026
What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
05/19/2026
Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
05/18/2026
Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
Building Your Legacy
A four-step framework for building a personal legacy.