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.

  • Three Strategies to Navigate Market Volatility

    Martin Schamis April 28, 2026

    Periods of market fluctuation are rarely the best time to adopt new investing strategies. They can, however, be an excellent time to review your financial plan and uncover opportunities to put your existing strategies to work more effectively.

  • How to Pay for College in 2026: 7 Smart Strategies for Families

    Shurdonna Joseph April 28, 2026

    Whether you are planning for a child, grandchild, or future student in your family, here are seven smart ways to approach college funding in 2026.

  • Rethinking Charitable Giving: How Donor-Advised Funds Can Enhance Your Strategy

    Martin Schamis April 24, 2026

    When developing a charitable giving strategy, it’s important to consider not just what you give, but when and how you give. For many individuals and families, a donor-advised fund (DAF) can offer a flexible and tax-efficient way to align charitable intentions with broader financial planning.

  • Retirement Planning: The Expense You May Be Overlooking

    Jack Cintorino April 24, 2026

    While investment returns play an important role in retirement, cash flow is a key factor in determining whether your retirement plan is sustainable. Taking a thoughtful, forward-looking approach with these steps may help you better understand and manage the risks of underestimating your retirement expenses.

  • 5 Questions to Ask Before Choosing a Financial Advisor

    April 24, 2026

    Finding a Financial Advisor who you’ll feel comfortable talking to about your family, your money, your hopes for the future—can be challenging. Here’s how to find one that is the best fit for you.

  • Plan for 100: Income Planning for a Longer Life

    Kim Beil April 23, 2026

    Living longer is no longer just a possibility—it’s a planning reality. With many individuals now living into their 90s and beyond, how can you prepare for a retirement that could last decades?

  • Donor-Advised Funds vs. Private Foundations: Aligning Your Giving Strategy

    Rachel Gray April 21, 2026

    Which charitable giving vehicle is right for you? Donor-advised funds (DAFs) and private foundations are two of the most widely used structures—each offering distinct advantages. Understanding how they differ can help you select the approach that best aligns with your goals.

  • Enhance Your Legacy Through Annuity Maximization

    April 14, 2026

    Annuity maximization is a strategy designed to reposition assets from an existing annuity to help enhance the legacy you leave to your heirs. For individuals who no longer rely on annuity income to meet their retirement needs, this approach may offer a more tax-efficient way to transfer wealth.

  • Living In Retirement: Staying On Track & Making Your Assets Last

    April 10, 2026

    Retirement marks a new chapter—one focused on what matters most. Thoughtful planning can help you maintain your lifestyle, help ensure your assets last, and feel confident about the future. Below are key considerations to guide you.

  • Are You Using Credit Cards to Your Advantage? A Smarter Approach to Credit Card Use

    Kim Beil April 9, 2026

    Credit cards can serve as a useful tool within your broader financial plan—helping you manage cash flow, track spending, and potentially earn rewards.


Article Authors

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