Personal Finance

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.

Does Medicaid Cover Long-Term Care?

No matter how healthy and active you are today, the reality is that seven out of ten people who reach...

Senior couple receiving long-term care.

How Financial Professionals Help You Navigate Economic Uncertainty

When headlines warn of inflation spikes, market volatility, or a looming recession, it’s easy to feel...

Middle aged couple smile and shake hands with a female financial professional.

5 Things to Know About the Big Beautiful Bill for Seniors

The One Big Beautiful Bill Act (OBBBA) became law on July 4, 2025. It restructures taxes, adjusts...

Senior couple laughing over coffee.

What Is Market Manipulation? How It Works and Why It Matters to Investors

In today’s fast-paced financial world, the stock market can sometimes feel like a rollercoaster, but...

Display of Stock market quotes with city scene reflect on glass.

What Role Can Alternative Investments Play in a Retirement Portfolio?

If you're nearing retirement or already retired, feeling uneasy about potential market volatility is...

A senior couple riding bikes.

When to Sign Up for Medicare If You’re Still Working at 65

Turning 65 is a significant milestone, not just for making another trip around the sun but also for...

Seniors discussing Medicare enrollment options with advisor.