Where should you actually spend your money? This simple truth says it all: invest in moments that matter—with the people who matter most.

When was the last time you reviewed your beneficiaries? Even the best estate plans can unravel if beneficiary designations are outdated or misaligned. This checklist uncovers the critical questions you should be asking in 2025—before life changes catch you off guard.

Beneath the calm, a current is building. Inflation looks steady—but with rising tariffs and global tensions, markets may be heading for rougher waters. What happens next?

Looking to maximize impact, simplify giving, or build a multigenerational legacy? Learn the key differences between private foundations and donor-advised funds—and why the most strategic philanthropists often use both

As your parents age, the checklist of financial, legal, and lifestyle considerations grows. From estate plans and medical expenses to digital assets and long-term care, this guide helps you navigate the complex — and often emotional — conversations to ensure nothing falls through the cracks.

You've worked hard to build your legacy—don't let taxes decide what happens next. With shifting estate laws and once-in-a-generation exemption levels, now is the time to secure your family's future. Learn how smart estate planning can preserve more of what matters most.

After months of surging imports, the U.S. trade deficit plummeted in April—slashing concerns about growth and inflation. But will it last? Here's what’s driving the numbers and why it matters.

Looking to turn your generosity into a lasting legacy? Discover how a private foundation can maximize your impact, offer powerful tax advantages, and bring your family closer—while giving you complete control over your charitable vision.

Starting a private foundation is inspiring—but managing it is where the real impact happens. From compliance pitfalls to fraud prevention and outsourcing options, this guide shares three essential tips to ensure your foundation thrives.

Feeling unsure where to put your next dollar? Whether you're building an emergency fund, saving for retirement, or planning for something big, this easy-to-follow flowchart helps you make smarter financial decisions based on your unique goals and situation.

Graduation day has come and gone... but what if your 529 plan still has a balance? Don't let those leftover funds go to waste—there are smart, strategic ways to use them, from grad school to Roth rollovers and even student loan repayment. Explore your options and make every dollar count.

Inflation hits us where it hurts—from higher grocery bills to shrinking savings. But it’s not just consumers who feel the pain—investors brace for volatility, tighter margins, and rising rates. With recent inflation data showing signs of cooling, is relief finally on the horizon? Dive into why inflation sparks universal dread—and what it means for markets moving forward.

The rise of “finfluencers” means financial advice is just a scroll away—but is it helping or hurting your bottom line? Before you act on bold predictions and viral hot takes, learn how to spot the risks, avoid the noise, and protect your financial future.

From scam calls to cybersecurity blind spots, identity thieves are getting smarter every year. Use this quick checklist to uncover hidden vulnerabilities and take steps to protect yourself and your family before it’s too late.

Is travel insurance really worth it—or just another checkbox at checkout? Before your next trip, find out how travel insurance works, what it covers (and doesn’t), and when it could save your vacation—and your wallet. Whether you're planning a luxury escape or a quick getaway, this guide will help you decide if coverage is a smart move or an unnecessary expense

Has the World Caught Up… or Is America Still in a League of Its Own? Global markets may be having their moment, but don’t count the U.S. out just yet. Behind the headlines lies a powerhouse fueled by innovation, strong institutions, and unmatched economic influence. Explore why the idea of American exceptionalism is about more than just stock charts — and why its story is far from over.

Just Inherited an IRA? Make sure you're making the most of it. This quick checklist highlights key decisions, tax rules, and planning opportunities that can impact your financial future. Whether it’s a Traditional or Roth IRA, use this guide to avoid costly mistakes and ensure everything is handled wisely.

Health care costs are rising fast—and could be one of your biggest expenses in retirement. Discover how Health Savings Accounts (HSAs) can offer triple tax advantages and play a powerful role in your long-term financial and estate planning.

Consumer confidence just hit near-record lows—but Wall Street is rallying. What’s going on? From tariffs and inflation to unexpected market surges, here's why Main Street and Wall Street are seeing two different stories

Paying off your mortgage sounds like a financial win—but is it the right move for you right now? Use our quick, visual decision tree to weigh the pros and cons based on your unique situation—emergency funds, investment goals, and tax considerations included.

As Warren Buffett steps away from the helm of Berkshire Hathaway, his timeless investing wisdom reminds us that patience, discipline, and long-term perspective are still the keys to navigating market uncertainty. With volatility creating new opportunities, attractive valuations, and strong corporate earnings, now may be the moment to channel your inner Buffett.

With no rate change and no surprises, the Fed’s latest message is all about patience. Powell signals caution as trade tensions and inflation risks loom—but will jobs or prices tip the scales first?

Curious if you qualify for a Backdoor Roth IRA in 2025? Follow this quick flowchart to find out — and learn how you might unlock tax-free retirement savings, even if your income is high!

As tuition costs climb and career paths diversify, families face tough choices about higher education. Learn how smart planning, thoughtful decision-making, and the right financial strategies can help you balance today’s expenses with tomorrow’s opportunities.

Markets moved like an avalanche last week — fast, unpredictable, and fueled by political uncertainty, as investors reacted to presidential threats against the Fed, shifting trade tensions, and stronger-than-expected earnings. Find out what drove the chaos — and what it could mean for your portfolio.

Will your 2025 Medicare premiums include IRMAA surcharges? Find out in seconds with this easy-to-follow flowchart—based on your 2023 income and potential life changes. Don't miss out on possible savings!

Tariffs are soaring, markets are stirring, and the world's two largest economies are locked in an escalating standoff. As the U.S. and China exchange economic blows, long-term investors face fresh uncertainty—but also potential opportunity. Explore how this geopolitical shift is reshaping global markets, and why keeping perspective may be your greatest asset.

Despite market jitters in early April, the economy showed surprising strength beneath the surface. From booming retail sales led by auto purchases to renewed life in the industrial sector, recent data paints a picture of underlying momentum. Is the economy more resilient than it seems? Dive into the key metrics that tell the full story.

Will You Be Hit With Higher Medicare Premiums in 2025? Before you're surprised by a bigger bill, find out if your income puts you in the IRMAA (Income-Related Monthly Adjustment Amount) zone for Medicare Part B & D. Our quick visual guide helps you determine: If you’ll face a surcharge, how much extra you might pay and what exceptions might apply! Take a minute to explore—your wallet will thank you!!

In unpredictable markets, is your portfolio playing offense, defense—or both? As global tensions stir recession fears and markets swing wildly, investors face a critical question: how do you protect your assets and seize opportunities? Discover why a balanced strategy that blends risk management with bold action might be your most valuable asset right now.