Personal Finance

Navigating Financial Caregiving and the Sandwich Generation: 7 Smart Strategies for 2026

In 2026, more Americans than ever are finding themselves in the "sandwich generation"— those...

Multi generational family enjoying a meal together at home.

How the 2026 Retirement Contribution Limits Fit Into Your Long-Term Plan

As you approach retirement, it’s important to continue saving enough to build a nest egg that supports...

Middle aged couple smiling sitting on couch with a financial planner.

Gen X at a Crossroads Did You Underestimate Retirement Too? 7 Tips to Course Correct Now

Generation X—sandwiched between Boomers and Millennials—faces a unique financial reality. Many Gen...

Mature couple working from their living room.

The Basics of Long-Term Care Planning: What You Need to Know

Long-term care (LTC) planning is the process of preparing for future health and support needs that may...

Older couple sitting at a table discussing LTC planning.

Is Long-Term Care Tax Deductible?

Over their careers, the Johnsons have frugally saved and meticulously invested to achieve their ideal...

Senior woman looking at caregiver.

Breaking Down Long-Term Care Costs: What to Expect and How They’re Changing

Long-term care is one of the largest costs you’re likely to face as you get older. For many, it’s...

Older couple wearing glasses smiling at each other while going over paperwork with an advisor.

How Tariffs Could Impact the 2025 Holiday Season—and How to Navigate Them

Tariffs—taxes placed on imported goods—are shaping this year’s holiday shopping season. Here’s...

A grandmother hugs her granddaughter at a Christmas celebration at home. A Christmas tree with gifts is lit up in the background.

Paying for Long-Term Care: What to Expect and How to Prepare

Paying for long-term care often means relying on a combination of personal savings, government benefits,...

The Overlooked Costs of Retirement What Many People Forget to Plan For

When most people think about retirement planning, they focus on the big-ticket items: housing, food,...

Mature couple sits at kitchen table with an open laptop and papers going over finances.

The Hidden Costs & Concerns of Baby Boomers Supporting Their Adult Children

In recent years, a growing trend has emerged among Baby Boomer parents: lending and giving money to...

Adult son walking holding coffee mug with his father also holding a coffee mug.