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This is where we share insights on what's happening in the financial world, tackle common questions about retirement and investing, and provide practical tips to help you on your financial journey. Our goal is to empower you with knowledge and clarity, so you can make informed decisions with confidence.

Take a look around—we hope you find something that helps you move closer to your goals.

Thursday, April 30, 2026

Technology has made financial information more accessible than ever. You can generate an investment allocation in seconds. You can ask AI to estimate retirement needs. You can download templates, calculators, and tax projections with a...

Thursday, April 23, 2026

Now is a perfect time to focus on financial literacy—a crucial skill that can help almost everyone.Remember those early money lessons, perhaps with a childhood piggy bank. This is a great opportunity to reflect on how those experiences...

Thursday, April 16, 2026

Medicare Coverage When You TravelFor those with Medicare, understanding how your coverage works when you're away from home is essential. Whether you're traveling domestically or internationally, here's what you need to know about...

Thursday, April 9, 2026

Financial confidence doesn’t always come from knowing more; often, it comes from having clarity about where you stand and what decisions lie ahead. If you’ve ever felt uncertain about your financial direction, you’re not alone.One of...

Thursday, April 2, 2026

Portfolio changes should be driven by what's happening in your life, not by what's happening in the world. This month's chart is a reminder of why. 76 Years of HeadlinesThe S&P 500 has weathered oil embargoes, a pandemic, and plenty of...

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Thursday, March 26, 2026

As Tax Day approaches, we understand the pressure many of you might be feeling to get everything in order. Whether you've been caught up in life's demands or simply need a bit of guidance to help you make the most of your tax situation...

Thursday, March 19, 2026

Recent tax law updates may have quietly shifted the landscape for your financial plan, and if your plan hasn’t been reviewed recently, you might be leaving money on the table or exposing yourself to unexpected tax burdens.For...

Thursday, March 12, 2026

We understand the urge, especially during uncertain economic times. If you could just “pay off that mortgage,” you would feel much better about your financial situation. But then there’s the idea that time in the market and the ability...

Friday, March 6, 2026

Inflation hits differently depending on where your money goes. This month's chart, built from Bureau of Labor Statistics data, tracks 25 years of price changes across three personal spending categories and compares them to headline CPI...

Thursday, February 26, 2026

Feeling confident about money doesn’t mean having everything figured out. It means knowing where you stand, understanding your options, and feeling in control of your decisions, even when life changes, which it inevitably always seems...

Thursday, February 19, 2026

A personal balance sheet is one of the simplest yet most effective tools for understanding your financial situation. Think of it as a snapshot of everything you own, owe, and ultimately control at a specific moment. Unlike a budget,...

Thursday, February 12, 2026

Even with strong retirement plans, employer matches, and access to education, many employees still aren’t taking full advantage of one of the most valuable workplace benefits available: the 401(k).A recent survey of eligible employees...

Thursday, February 5, 2026

We understand the urge, especially during uncertain economic times. If you could just “pay off that mortgage,” you would feel much better about your financial situation. But then there’s the idea that time in the market and the ability...

Thursday, January 29, 2026

As we begin the year, many people feel motivated to “get organized” financially, but far fewer take the step of translating that motivation into a clear, actionable plan.In today’s environment of changing markets, economic uncertainty,...

Thursday, January 22, 2026

With AI stocks experiencing price swings lately, charts like the one below have been circulating that compare the Nasdaq 100 (showing data from 2022 to the present) with historic bubbles.Recent publications may want you to look at...

Thursday, January 15, 2026

As the new year begins, it's an ideal time to review your finances and set a path toward improved financial health. If you're a client of a financial advisor, consider these strategies to simplify your budget, set goals, and develop...

Friday, January 9, 2026

As your income and assets grow, the question is no longer just how much you’re investing, but where those dollars should live for maximum long-term efficiency. One of the most strategic tools to evaluate at this stage is a Roth IRA,...

Tuesday, December 30, 2025

You need a plan. A real one. One that turns “someday” intentions into step-by-step actions you can follow at every stage of life. Many people delay planning because they don’t know where to start, feel overwhelmed by the details, or...

Tuesday, December 23, 2025

Q: What is the Cost-of-Living Adjustment (COLA) for 2026? A: According to the Social Security Administration, benefit payments for Social Security beneficiaries will increase by 2.8 percent in 2026, a welcome increase for the many...

Thursday, December 18, 2025

A new year brings a fresh opportunity to level up your financial life, and 2026 can be a year of real momentum if you approach it with clarity and intention. You’re in your prime building years and the habits you develop now can have...

Thursday, December 11, 2025

Market fluctuations can produce headlines that are unnerving. However, the true measure of a sound financial strategy is its ability to weather short-term volatility in support of your long-term goals. When markets become volatile,...

Thursday, December 4, 2025

At times, 2025 felt like an extraordinary year for stock investors. From tariff uncertainty to international tensions to drama at the Fed, 2025 felt like no other year before. But in hindsight, 2025 was pretty ordinary. In fact, from...

Tuesday, November 25, 2025

Managing Student Debt Student loans can be a heavy burden for those paying them. Often, student debt ends up delaying important financial milestones like buying a home or saving for retirement. The numbers can be intimidating, too;...

Tuesday, November 18, 2025

As the year winds down, it’s a great time to revisit your retirement goals and ensure your strategy is keeping pace with new opportunities. One area worth exploring is the recent changes to Roth contributions under the SECURE Act 2.0,...

Tuesday, November 11, 2025

Retirement is a life milestone that requires careful strategy and budgeting. For military families, it requires even more knowledge because you need to consider the military's qualifications to take advantage of the available veteran...

Tuesday, November 4, 2025

When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that the IRS is now addressing. The IRS undergoes this process every year, but this time around, the OBBB has added to...

Thursday, October 30, 2025

Going Digital with SSA.gov Why It’s a Smart Move Managing your Social Security information has never been easier, thanks to the digital services available at SSA.gov. Setting up a My Social Security account provides quick and...

Thursday, October 23, 2025

If you’re on Medicare or soon to be, the open enrollment period each fall is one of the most important financial and Health decisions you make all year. For 2025, there are some key changes and updates that could make a difference in...

Thursday, October 16, 2025

When you’re in the stage of accumulating wealth, time is your greatest asset. The dollars you save and invest today have years—even decades—to grow through the power of compounding. The good news? You don’t need to overhaul your...

Thursday, October 9, 2025

“Adjusted for inflation” is a phrase you may think isn’t important. But when you see it in action, you might change your mind. Let’s examine how “adjusted for inflation” has affected a couple of tax rules and their impact on Social...

Thursday, October 2, 2025

“Adjusted for inflation” is a phrase you may think isn’t important. But when you see it in action, you might change your mind. Let’s examine how “adjusted for inflation” has affected a couple of tax rules and their impact on Social...

Monday, September 22, 2025

As students head back to campus this fall, this month's chart reveals something fascinating: how we think about debt changes dramatically based on whether we're carrying it ourselves. About one-third of student loan holders ages 25 to...

Monday, September 15, 2025

I've been thinking about some of your business owner clients and the unique financial challenges they face. Many successful entrepreneurs pour everything into growing their business but struggle with personal wealth planning. I...

Wednesday, September 10, 2025

40% of American adults believe they need more life insurance, representing close to 100 million adults. September is Life Insurance Awareness Month, a reminder to pause and ask: If something happened to me tomorrow, would my family be...

Monday, September 8, 2025

Stocks were mixed last week despite a powerful Friday rally sparked by Federal Reserve Chair Jerome Powell, who opened the door to adjusting short-term interest rates. The Standard & Poor’s 500 Index picked up 0.27 percent while the...

Wednesday, September 3, 2025

Women are increasingly at the helm of both financial decisions and philanthropic movements. Whether you're building wealth, managing a household, running a business—or all three—you have the power to use your financial plan as a force for c

Wednesday, August 27, 2025

If a new car is on your wish list, there’s a fresh tax break coming your way that could make that decision more financially beneficial. Beginning January 1, 2026, and available through 2028, individuals can deduct up to $10,000 per...

Wednesday, August 20, 2025

Interest rates. Inflation Fears. Political Events. International Developments. During the past year, every one of these events have influenced stock prices. So when you hear that the financial markets are reacting to the news once...

Monday, July 14, 2025

The key provisions of the One Big, Beautiful Bill Act focus on tax cuts, defense and immigration spending, and cuts in Medicaid and food assistance. This special edition of On the Mark explores what is included in the bill and how it may a

Wednesday, June 25, 2025

You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way. But transitioning from earning a paycheck to relying on your savings can feel...

Wednesday, June 11, 2025

Despite those who say the conventional wisdom that has guided investor actions over the years is no longer valid in 2025, remember the famous quote from legendary investor Sir John Templeton: "The four most dangerous words in...

Tuesday, May 27, 2025

It’s graduation season—a time of celebration and new beginnings. For families with college seniors, this time can bring both excitement and uncertainty. While some graduates have jobs lined up, many others still are navigating job...

Wednesday, May 14, 2025

As summer approaches, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches,...

Wednesday, April 16, 2025

April is a pivotal time in the college admissions process. After years of preparation, saving, and investing—not to mention the countless hours spent on exam prep, campus visits, and perfecting applications and essays—the finish line...

Tuesday, April 1, 2025

April isn’t just about filing taxes—it’s also Financial Literacy Month, a perfect opportunity to reflect on your financial habits, expand your knowledge, and take meaningful steps toward improving your financial well-being. Whether...