Personal Finance

Demystifying FINRA: What Investors Need to Know

Working with a  Financial Professional can help provide potential long-term investment success, but how...

Business colleagues studying graphs on a screen in a conference room.

Estate and Retirement Planning for LGBTQ+ Americans

Estate planning is critical for everyone who wants to protect their assets and loved ones, but it’s...

LGBTQ+ couple works on finances while their kids play on the couch.

What Is a Mini Retirement?

People are increasingly challenging the traditional concept of retirement. As work-life balance becomes...

Senior couple smiles while looking at papers at their kitchen table.

4 Tips for Widows Whose Partners Handled the Finances

When a lifelong partner passes away, you lose a lifeline to love, companionship and support. It becomes...

Widowed woman sits at her table with financial information looking concerned.

Moving from Retirement Accumulation Phase to Distribution Phase: 4 Tips to Know

After years of saving, you’ve suddenly realized you’re inching closer and closer to retirement....

Grandfather cuddling with grandchildren on couch at home.

The Importance of Intergenerational Financial Conversations

It’s time to overcome the unspoken rule that money is a taboo topic, especially when it comes to...

Multigenerational Asian family having a meal together.

How to Deal With a Wealth Gap Between Friends

When it comes to money, there’s always someone who has less than you—and there’s always someone...

Older woman looking slightly sad gazing out of her window.

4 Ways to Help Your Family Avoid Probate

As you explore estate planning and build out your portfolio, you may have stumbled across the idea of...

Hands of a court worker holding a pen signing a document with a judge's gavel next to him.

Maximizing Social Security Benefits for Middle to Upper-Income Retirees

Navigating Social Security benefits takes some intention, research and planning. From inflation...

A senior adult man sitting at a desk doing work.

Gen X and Retirement: 6 Tips to Halt the Struggle to Save

Generation X faces significant financial challenges in today’s economy. Inflation, high interest rates...

Man going through bills with family behind him.