regret grid
How to Harness Anticipated Regret
Financial Wellness10/08/2025

Financial regret is common. In one nationally representative study in which people were asked to name a significant life regret, finances made the top five most mentioned. Ranking ahead of...

Isolation Grid
Three Big Things People Struggle with in Retirement
Financial Wellness09/03/2025

Saving for retirement is a big challenge. In order to be able to live without a job, a person needs to accumulate a significant nest egg of assets that can be turned into cash flow. To do this...

How far grid
How Many Miles is a 401(k)?
Financial Wellness08/20/2025

Comedian Chip Leighton is known for collecting hilariously uninformed texts between teens and their parents. One of the subject’s teens seem to have little practical knowledge about is money—how you...

Wealthy Couple Grid
Wealthy vs. Financially Healthy
Financial Wellness07/16/2025

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...

BF Grid
Timeless Money Advice from Benjamin Franklin
Financial Wellness07/02/2025

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...

truck grid
America's Love Affair with Cars Comes at a High Cost
Financial Wellness06/11/2025

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...

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...

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