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Holiday Spending in 2025: Value, Meaning, and Smarter Choices
Personal Planning 12/10/2025
As the festive season approaches, Americans are rethinking how they spend during the holidays. In 2025, holiday shopping is less about extravagance and more about intentionality, emotional value, and...
As the year draws to a close, many individuals and organizations turn their attention to charitable giving. Whether driven by gratitude, tax planning, or a desire to make a difference, giving back is...
As 2025 winds down, retirement plan sponsors face a critical opportunity to reflect, recalibrate, and prepare for the year ahead. December is more than a time for closing the books—it’s a strategic...
Some of us try to walk 10,000 steps a day to stay fit. It seems to be the magic number with most fitness watches and apps. It turns out the 10,000 steps figure isn't based on any kind of science....
Required Minimum Distributions (RMDs) are a critical part of retirement planning, ensuring that tax-deferred retirement savings eventually become taxable income. With the implementation of the SECURE...
As the workforce ages and caregiving responsibilities increase, long-term care (LTC) is becoming a critical issue for employers and plan sponsors. Yet, many organizations still overlook LTC in their...
Helping your grandkids financially can be extremely gratifying. It's not surprising that most grandparents help out financially when they can. According to a recent survey by Senior List, about 96%...
October is Long-Term Care (LTC) Month. As the population ages and healthcare needs evolve, LTC is undergoing a significant transformation. In 2025, the industry is responding to demographic shifts,...
When people are asked to predict what their lives will be like in the future, their imagined outcomes are usually colored by psychological biases. One of them is the belief that they will be a...
No matter how old you get, there's something wonderful about a grandparent reaching for his wallet to give you a few dollars to "spend on anything you’d like." Far more valuable than the money is the...