Our Insights

May is Older Americans Month! Celebrate the healthy way with these tips for your mind, body, and finances. How are you taking care of yourself this month?

Shopping online is convenient and easy—and it can save you money. Get ready to save with the top 4 apps that can help you get a better deal.

If you’ve accidentally deleted or misplaced a financial document, then you already understand the importance of backing up crucial files.

Make your meal prepping routine cost-effective and fun with these 5 helpful tips.

Health is an investment, too. Let’s talk about how HSAs, FSAs and procedure strategies can help.

Have travel dreams, but want to do them on a budget? Check out these seven podcasts for thrifty globetrotters!

How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider.

It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.

A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.

These books will help young (and young at heart) investors understand what it means to be financially successful.

Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.

Individual retirement arrangements (IRAs) are for retirement saving, right? Absolutely. Is that their only purpose? Not necessarily.

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.

Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. Read more here.

Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage.

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?