Mid-Year Portfolio Review

As 2026 approaches the halfway point, it is a smart move to review your portfolio to assess the impact of market fluctuations and make any necessary adjustments to stay on track with your investment strategy.

Roth IRA: A Good Fit for Your Goals?

Traditional and Roth individual retirement accounts are both solid options for retirement savings. A Roth IRA offers tax advantages when you're ready to withdraw your funds, while contributions to a traditional IRA are tax-deferred until you take distributions. Comparing both IRA options can help you make an informed decision.

Start Your College Grad's Financial Wellness Path

You may be able to do this utilizing any unused funds in the student's 529 Plan. The IRS now allows rollovers of these funds to a Roth IRA in the child's name.

Life Insurance Through The Generations

People's needs and opportunities change with each generation. Understanding these differences can help you make informed choices that align with your financial goals and family dynamics.*

Basics of Estate Planning

Estate planning is a crucial process that ensures your assets are managed and distributed according to your wishes after your death. The foundation of a solid estate plan involves several key components.

Saving on Funeral Costs and Final Expenses

Like everything else, funeral and burial costs have risen over the years. Even a basic service and burial can become more costly than expected. Pre-planning can help your loved ones avoid difficult decisions about your final wishes and can also lower some expenses.

Diversify to Mitigate Risk

Small business owners may discover that most of their net worth is invested in their business. But what happens if your business encounters a downturn? This can happen if, for example, your business's market sector experiences a decline. Diversification* is crucial for reducing risk to your personal and business wealth.

529 College Savings Plan to Minimize Taxes

A 529 college savings plan* is a popular way for families to save for higher education expenses while enjoying significant tax advantages. Contributions grow tax-free when used for qualified education costs, such as tuition, books, and room and board. To maximize these benefits, consider contributing early and regularly, allowing your investments more time to grow.

Building Wealth for Retirement

Saving for retirement through an employer's 401(k) plan or an individual retirement account (IRA) is only one part of a wealth accumulation strategy. A comprehensive wealth strategy involves a personalized, detailed review of what your financial future might look like. Having a wealth strategy can help you establish a path toward financial stability in retirement.

Budgeting for a Summer Vacation

As summer approaches, vacations offer a valuable opportunity to enjoy freedom, visit new places, and make lasting memories. To turn this dream into reality, smart budgeting is essential. Begin by setting a clear financial goal for your trip, including transportation, accommodations, food, activities, and souvenirs. Research destinations to estimate costs and prioritize experiences that match your idea of liberty—whether that's relaxing on a beach, hiking in nature, or exploring cultural sites.

Building a Successful Partnership

Entering into a business partnership requires more than just sharing good ideas. For the partnership to succeed, partners must collaborate on decisions about the business's structure, financing, and conflict resolution.

Top Summer Travel Destinations

Some of the top travel trends in 2026, according to U.S. News & World Report and Expedia, include iconic national parks, coastal getaways, mountain adventures, and historic cities celebrating America's 250th anniversary (America 250). Here are a few of the top trending destinations this year:

Hidden Talents of Life Insurance

When someone talks about life insurance, what do they think of? Most people are either satisfied, knowing they have sufficient coverage for their needs, or worried because they realize they need to obtain coverage. While the main goal of life insurance is to protect loved ones, it also has other talents.

Budget-Friendly Gardening Tips

May is prime time for spring planting in many regions, with warmer soil perfect for starting vegetables and flowers. Here are practical tips to maximize your garden's output while minimizing costs:

AI Can't Replace Your Financial Professional

In today's fast-paced financial landscape, technology is revolutionizing the way we invest. From robo-advisors to algorithms that analyze market trends, artificial intelligence (AI) is definitely making an impact. But as an investor, you might be wondering: Can AI really replace my financial advisor? The short answer is no.

The Best and Worst Assets to Leave Your Heirs

Deciding what to leave to your heirs can be one of the most emotionally difficult—and financially important— decisions you'll make. It's crucial to understand which assets can most benefit your heirs and which might create headaches down the road.

Control Versus Protection

When creating a trust, understanding the distinction between revocable and irrevocable goes beyond mere terminology. It can significantly affect asset protection and your control over those assets.

Plan For RMDs Before It's Time

AI Use Among Financial Advisors

AI is a primary tool for saving time on routine tasks and enhancing the
quality of research and communication.

Savvy New Car Shopping Tips

Memorial Day weekend kicks off summer— and some of the year's best car deals! Dealerships clear out older inventory to make way for new models, offering rebates, low APR financing, and lease specials.