A comfortable retirement doesn’t come with a fixed price tag. Expenses can change over time, and some of the most important ones are easy to overlook. That’s one reason about 45% of retirees could run out of money in retirement.

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record levels. Take, for example: “Stocks Hit Record Highs. What’s Behind the Rally.”

Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of folks are suddenly asking the same question: What should I do with it?

What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan.

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive.

What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone.

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.

What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset.

Inflation can feel inescapable these days. For most of us, it also feels like inflation is higher and more persistent than it actually is.1 That could be because we’re seeing higher prices practically everywhere.1 Despite our experience, though, that misperception can actually harm us. It can also be bad for inflation in general.

It’s common to feel this way. Many of us experience “fear of missing out” — or FOMO — in our financial lives. For most of us, it also feels like inflation is higher and more persistent than it actually is.1 That could be because we’re seeing higher prices practically everywhere.1 Despite our experience, though, that misperception can actually harm us. It can also be bad for inflation in general.

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.

Some believe that in a digital world where information travels at light speeds, the playing field between investors and institutions is more level.

When people choose to eat healthier or lose weight, they know that they have to change their behaviors.

With the current popularity of robo-advisors, some wonder what the difference is between an algorithm and a financial professional.

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.

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

How do you know if your financial professional is the right person to manage your life savings? It’s an important decision and choosing the person (or team) that will help you pursue your financial goals can be tough.

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.

If anything good has come from the last few years of uncertainty and volatility, it’s that many of us are becoming more financially literate.