08/07/2026
Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?
Monthly Market Insights | August 2026
Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....
08/06/2026
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
9 Facts About Social Security
There are things about Social Security that might surprise you.
08/04/2026
Terrible or wonderful; Could a variable annuity be right for you?
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
07/30/2026
If you don’t have an estate strategy, here's some reasons why you should.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
07/28/2026
Have a kid heading off to college? Here are a few tips.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
07/23/2026
Saving for college doesn’t have to be as complicated as college itself.
Saving for College 101
Here's a crash course on saving for college.
07/21/2026
The CPI has shown low inflation since '09. Are your prices rising faster than the average?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
07/16/2026
As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
07/14/2026
What’s the difference between a General Obligation bond and a Revenue bond?
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
07/09/2026
There are billions in unclaimed dollars in the US. Is some of that yours?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.