Blog

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits.¹

That may not seem like a big deal, but it can give rise to all...

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this...

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longevity literacy.¹

That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy.

Let’s explore how...

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.¹

There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023.²

And whether or not you’ve seen these cons in action, they...

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.

It can be the perfect time to refresh financial tasks and dust off your long-term goals.

As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year:

Mi...

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available.¹

That sounds simple.

Yet it doesn’t happen as much as it should in the real world.^{1, 2}

That’s because many...

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a lot of us, causing more election stress than ever before.¹

It’s also raising a lot of questions about investing in election years, how to...