Insights

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

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.

Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.

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.

Help your clients find their inspiration with these 5 classic stories about success.

This blog will provide helpful information about what estate planning might look like for blended families.

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

It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2023 tax year, which most taxpayers will file in 2024.

Should you consider adding identity theft insurance to your current homeowners policy?

Whether you're taking a DIY approach to filing your taxes this year or working with a professional, here are 5 filing tips to help make things a little easier.

Encourage your clients to dream—and plan—big. Use this article to help your clients reach their loftier goals.

This blog will give a summary of the events that have transpired regarding student loan forgiveness in the US.

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

SECURE 2.0, enacted in late December 2022, contains endless provisions in its 4,100+ pages that may or may not matter to you and your family.

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.

The average annual healthcare expense per insured individual ranges from $3,800 for 19- to 34-year-olds to $13,000 for retirees. Should you consider utilizing a HSA or HRA to help offset these costs?

As winter continues on, there are a few things you can do to prepare for and prevent a costly insurance claim.

January is Financial Wellness Month, a time to check-in with your financial strategy.

A clear explanation of this valuable exclusion and how it helps most homeowners.