Our Insights

In the song My Wish, Rascal Flatts gives voice to the thoughts many parents have this time of year when watching a child heading off to that first day of school: “But more than anything, my wish, for you, is that this life becomes all that you want it to. Your dreams stay big, your worries stay small, you never need to carry more than you can hold. And while you're out there getting where you're getting to, I hope you know somebody loves you and wants the same things too.” For parents of college-bound children, there is a feeling of pride in what their child has accomplished to get to this point, tempered by a mix of concerns: Is he/she ready to be on their own?

Whether you need more than one life insurance policy will depend on your personal and financial situation. In this article, we explore some of the reasons one might purchase additional policies.

If you're a parent to a child with disabilities, there are certain measures you need to take during the estate planning process. Here are a few tips to keep in mind.

For those who have a kid headed off to college, have you gone over the "what if" scenarios with them? In case of emergency, you and your college student will want to have this paperwork filled out ahead.

In a world growing increasingly more virtual, how are you handling cybersecurity? If you have multiple accounts with multiple passwords, a password manager could make life much more manageable.

We need food, but we don't need to spend more than we have to on it. These 9 grocery shopping hacks can help stretch your monthly budget.

Sending your kid off to college comes with a hefty price tag. Here's a quick overview of what expenses may qualify for a reduction in your taxes plus 3 tax-focused savings strategies.

Filing Your FAFSA can be confusing, but it needs to be done every school year for every college-aged kid. As you get started, here are 5 steps to follow.

As you celebrate Labor Day and the start of Fall, keep your own work-life balance in check with these tips.

Sending your kid off to college comes with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.

If you know that you want to leave behind money or assets for your family members, is it better to give a gift while you are still living or an inheritance after death?

With Memorial Day Weekend in full swing, it's officially time to say hello to Summer. If you're planning to travel soon, then understanding the current travel market will prove helpful. Here is a quick breakdown of the travel industry's condition.

What better way to explore the great outdoors than to head for a campsite? Here are 12 items you should buy before you set off on a trip this summer.

In celebration of the International Day of Families, we're offering 4 stress-free tips to teaching your kids about money.

May is Mental Health Awareness Month. With the events of this past year, it's possible you or someone you know has experienced a decline in mental health. Here's how that could be affecting your financial wellness.