Why an Investment Counselor Could Be Your Financial Secret Weapon
Ever wondered how some people seem to have their financial life completely figured out? Chances are, they're not doing it alone. Behind many successful financial journeys stands a trusted partner: an investment counselor. These financial professionals do way more than just shuffle around your investment...
Tariffs: How They Work and Potential Economic Effects
On February 1, 2025, President Trump authorized an additional 25% tariff on all goods entering the United States from Canada and Mexico (except for a lower 10% tariff on energy resources from Canada) and an additional 10% tariff on all goods from China. Nine days...
Building Financial Literacy Together: A Smart Start for Newlyweds
As young couples embark on their marriage journey, developing a solid foundation of financial literacy is crucial for long-term success. By arming themselves with knowledge and practical skills, newlyweds can navigate the complexities of budgeting, saving, and investing confidently, ultimately paving the way for a...
Fixed Annuities: The Cornerstone of Predictable Retirement Income
Despite their increasing popularity, few Americans know how annuities work or when using one could benefit their financial plans. Four out of five American adults (79%) still struggle to identify the correct definition of an annuity. Think of annuities as the steady rocks in the stormy...
How to Balance Your Retirement Savings While Being a Caregiver
Caring for a loved one is one of the most selfless and rewarding things you can do, but it often comes at a personal cost. For many caregivers, caregiving's emotional and physical demands are only part of the challenge—financial strain is the other. Leslie took care...
National Caregivers Day: Planning for Long-Term Care Costs
Every year on National Caregivers Day, we take a moment to honor the selfless individuals who devote their time, energy, and love to caring for family members in need. For many, caregiving is a labor of love—but it’s also a responsibility that comes with emotional,...
How to Manage Student Loan Debt While Planning for the Future
For many Americans, student loan debt is a heavy financial burden that follows them well into adulthood. As of mid-2024, student loan debt in the U.S. stood at an eye-popping $1.74 trillion. This reality can feel daunting, especially for recent graduates eager to build their financial...
8 Financial Lessons from Great Presidents
Presidents’ Day is a time to honor the leaders who have shaped the history of the United States. While much of the focus is on their leadership in politics, war, and diplomacy, many of our Presidents’ also demonstrated financial wisdom that can serve as timeless...
Scholarships vs. Grants: How to Maximize College Financial Aid Opportunities
The cost of higher education continues to rise, leaving many students and their families searching for ways to fund their academic dreams without accumulating overwhelming debt. Scholarships and grants are two of the most attractive financial aid options because they provide free money that doesn’t need...
Financial Aid Awareness Makes Higher Education More Accessible
February is Financial Aid Awareness Month, a time dedicated to informing college students about the many opportunities available to make higher education more accessible and affordable. The cost of attending colleges and universities has skyrocketed over the past few decades. The average cost of college...