couple on bench grid
Should You Buy Long-Term Care Insurance?
Personal Planning06/04/2025

According to LongTermCare.gov, nearly 70% of those age 65 and over will require long-term care at some point in their lives. This includes care at home (paid and unpaid) as well as at nursing and...

AI Stocks Grid
Will AI Finally Give Stock Forecasters an Accurate Look into the Future?
Personal Planning05/28/2025

If intensive computer analysis of stock market data has allowed short-term investors to beat some benchmark indexes some of the time, shouldn't the added sophistication of artificial intelligence...

Retire Stages Grid
The Five Stages of Retirement
Personal Planning05/21/2025

Even if you've never heard of Elisabeth Kübler-Ross, you're probably familiar with her Five Stages of Grief.1 These are phases that we naturally go through after experiencing a significant loss:...

elder exercise grid
Life Expectancy Affects Your Retirement Plan
Financial Wellness05/21/2025

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...

couch meeting grid
Six Keys to More Successful Investing
Financial Wellness05/14/2025

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...

Advice to Graduates
Conventional Wisdom
Financial Wellness05/07/2025

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...

loud budgeting grid
Loud Budgeting: It's OK to Share Your Goals
Personal Planning04/23/2025

Money comes with a lot of emotional baggage. Especially if you’ve ever been painfully aware of your lack of it. Unless you grew up in a wealthy family, you probably have a few stories of financial...

Sailboat Grid
First Quarter 2025
Quarterly Reports04/22/2025

Order of Operation The process a sailor goes through to reduce sail is called reefing. Every boat is rigged a little bit differently but the one thing they have in common is that there is a detailed...

cost of cap grid
Thinking About Investing as the Cost of Capital
Wealth Management04/16/2025

It's easy to think about the stock market like it's a retirement program. That's certainly how it seems to function as you save toward that goal. Typically, you've accumulated a lump sum and/or set...