When most people think about estate planning, they focus on who will receive their assets after they pass away. Just as important, however, is how those assets will transfer. Many people assume a will controls everything, but in reality, assets can pass in several...
Choosing the right financial advisor for your nonprofit organization is a big decision, and the questions you ask can make all the difference. This guide outlines 12 essential questions to help you find an advisor who aligns with your goals, values, and best...
Bond Investing When you buy a bond, you’re lending money to a company, municipality, or government in exchange for regular interest payments over a set period (the bond’s term). When the bond matures, you are repaid the amount you lent, known as the par value or...
Think about everything you do online in a typical day. You check your bank account, scroll through social media, send emails, store photos in the cloud, shop online, and perhaps even manage investments or cryptocurrency. Now imagine what happens to all of those...
As health insurance costs continue to rise, choosing the right health insurance plan has become an increasingly important part of your overall financial plan. During open enrollment, you may find yourself deciding between a traditional health insurance plan and a...
Will Social Security be there for you? We think so. First, to describe the concern: On the current path, Social Security will only be able to pay out 78% of projected benefits starting in 2032. Why are we optimistic? The Baby Boomers (born 1946–64) are a huge...
