Insights

When it comes to personal finance, what matters is not beating some index. What matters is meeting your goals.

Discover the concept of Marginal Utility and how it impacts your financial decisions.

Try a Media Fast.

Risk is what’s left over after you think you’ve thought of everything.

We all have blind spots, and by definition, you can’t see your own.

You know what’s worse than judging a book by its cover? Judging a book by its cover… and then making financial decisions based on what you guess the book might tell you.

With a bit of time to prepare, you can enter the second half of the year feeling financially confident and on track to meet your goals.

It turns out, unnecessary plastic items don’t buy happiness. But memorable experiences do, especially when shared with the people you love.

With Financial Literacy Month upon us, it's time to review some basic financial concepts. Here are some tips to help you become more financially confident.

Do you have a client who is new to the "two-comma club?" Show them what to do with their seven figures in this article.

Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.

Floods are among the most frequent and costly natural disasters that are especially prevalent in the spring. Last year alone, excessive rainfall brought flooding to many locations, making it the second deadliest year for flooding in the past five years.

You may feel like you’re still 30, but if you just celebrated (or mourned) turning 40, it’s time to get real.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

Small habits compound over time. If you can get just 1 percent better each day, you’ll end up with results that are nearly 37 times better after one year.

Start the year off right by getting started on these five top financial goals.

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

Our most valuable lessons often occur when things don’t go the way we anticipate. Because of the pain and disappointment, we sometimes hide those experiences from ourselves and try not to think about them again.

If your clients are confused about how auto insurance works, this article helps explain the ins and outs while keeping them safe and insured.

Do your clients and prospects fully understand inflation, and what it means for their investments? Educate them with our latest article.