Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • Credit Card Spending and Your Financial Plan

    Kim Beil and Shurdonna Joseph January 18, 2023

    Most of us tend to think of credit cards as a spending tool. Rarely do we consider them in the context of financial planning conversations.

  • The Family Conversation on College Planning

    Shurdonna Joseph January 18, 2023

    The topic of college planning is one of the most important conversations you can have as a family.

  • Generation Z: Different Values, Behaviors, and Perspectives

    Shurdonna Joseph January 18, 2023

    If you are among the new generation entering adulthood known as Generation Z, here's some important considerations to keep in mind at this early stage of your financial life.

  • What You Need to Know about the Secure Act 2.0

    Edward F. Smith III January 18, 2023

    At the end of 2022, President Biden signed into law the long-awaited SECURE Act 2.0, which builds upon the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. Outlined here are highlights of the new bill that may impact you—both now and in the years to come.

  • Don’t Overlook This Hidden Retirement Risk

    Peter A. Longo December 6, 2022

    After working so hard to save for retirement, it’s important to be aware of potential risks that arise when you stop earning and start withdrawing. This article explores some solutions you may consider to help protect your retirement income from sequence of returns risks.

  • Home Improvement Credits Under the Inflation Reduction Act

    Edward F. Smith III November 30, 2022

    If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.

  • Why Opt for a ‘Total Return’ Retirement Strategy?

    Kenneth Couser November 30, 2022

    As the average life span increases, so does the length of retirement for many individuals. So, how can you better prepare for this new reality? This article explores a 'total return' retirement strategy and how it may help your income outlast your lifetime.

  • Retirement Planning for Women

    Shurdonna Joseph November 23, 2022

    The world of personal finance and investing can often feel overwhelming, and navigating these realms as a woman presents its own unique challenges and opportunities. This article takes a closer look at the current landscape of how gender may affect your financial experiences, offering tips and important considerations for women saving for retirement.

  • Insurance Solutions for Business Owners

    Robert Wheeler November 23, 2022

    The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.

  • Giving the Gift of an Education to Your Next Generation

    Zane Byramji November 9, 2022

    Everyone knows and loves the feeling they experience when someone gives them a gift. That experience can be further heightened when the gift comes from a parent or grandparent, regardless of the recipient’s age.


Article Authors

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