Wealthy vs. Financially Healthy
Financial Wellness 07/16/2025

In 1902 the New York Evening World newspaper used the phrase "feel like a million bucks." This was a brand new idiom for expressing a feeling of extraordinary well-being.1 At the time, surgeons and..

Timeless Money Advice from Benjamin Franklin
Financial Wellness 07/02/2025

Benjamin Franklin was so varied in his accomplishments; he almost seems like a mythical character. One of the leading scientists of his time, he discovered key principles of electricity and first..

America's Love Affair with Cars Comes at a High Cost
Financial Wellness 06/11/2025

We love our cars. They get us to work. Haul all our stuff home from the store. And allow us to enjoy those weekend road trips in comfort. But even more than that, a car is a powerful personal..

Life Expectancy Affects Your Retirement Plan
Financial Wellness 05/21/2025

In some ways, planning for retirement is abstract. You talk about things like dreams, goals, and second chapters. But in other ways, it's just simple math. You're going to need X amount of dollars..

Six Keys to More Successful Investing
Financial Wellness 05/14/2025

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful, and all investing involves risk, including the possible loss..

Conventional Wisdom
Financial Wellness 05/07/2025

Every May, new graduates cross the stages of universities across the Nation. The latest graduates begin a new phase of financial independence. As has always been the case, graduates will face an array..

Understanding Your Investment Timeline
Financial Wellness 03/26/2025

One of the biggest motivators for speculative investing remains hidden to most people. If you ask someone who buys and sells stocks with the goal of realizing short-term gains why they do it, they..

Budgeting Can Benefit Your Children
Financial Wellness 03/05/2025

Getting your finances under control can bring benefits to many areas of your life. First of all, being on a budget, having funds set aside for unexpected expenses, and putting away money for..

Tackle What You Fear
Financial Wellness 02/19/2025

We naturally avoid things that scare us. According to a recent survey by Alianz Life Insurance, a "remarkable" 61% of Americans say they are more afraid of running out of money in retirement than..

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