What financial habits have helped you most in life? Which ones have held you back? No matter how you answer those questions, your money habits have a lot to do with how you grew up.

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs more effectively.

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.

Dreaming of your retirement often brings images of sandy beaches, extra time with family, or perhaps finally writing that novel.

It’s not always pleasant to think about who will take care of you when you’re no longer able to take care of yourself, but planning ahead is a necessary part of getting older.

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.

Romantic ideas of retirement don’t become a reality all by themselves. They’re also not usually sustainable without a solid foundation and a well-thought-out plan.

It’s no secret that the cost of pursuing higher education is becoming unaffordable, even for affluent families. But if you have aspirations of sending your child to college, it is possible, but there are some details to consider.

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.

What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better.

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.