One of the biggest challenges many people face when it comes to education is managing the financial burden. Fortunately, a 529 college savings plan can be a valuable tool. And these plans aren’t just for...

Life is a continuous journey filled with significant milestones, personal growth, and unforeseen changes. As life progresses, your financial and insurance needs evolve, often shifting from year to year or decade to decade. Life insurance...

In 2023, there were 22.7 million millionaires in the U.S. While an increase in wealth often brings greater financial flexibility, it can also lead to increased liability. Individuals with high net worth—or those perceived to...

We often hear about the importance of maintaining a healthy lifestyle, yet the challenges of resisting temptation or overcoming procrastination can make it difficult to prioritize health for its own sake. For some, understanding the...

Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enable you to name a guardian for your minor children. Do...

One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say financial problems are one of the top reasons marriages fail.1,2 Fortunately, when couples...

Did you know that… If you ask a homeowner, replacing a roof is probably the least satisfying expense they will ever face. While the value of such an investment is obvious, it doesn’t quite provide...

Many Americans use some sort of prepaid debit card, for a wide variety of reasons. Some prefer them for their versatility and the ability to use them for everything from paying bills to spending money...

One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with...

Only one-third of adults have an estate strategy document such as a will in place, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much...