Wisdom from the Blog.

A bumpy year reminds us why patience pays off If you watched the news in 2025, you probably felt stressed about your investments. Tariff battles. A 43-day government shutdown. Interest rate changes. AI worries. The headlines were all over the place. But here's what actually happened: the S&P 500 gained almost 18% for the year. That's three years in a row of double-digit gains. The lesson? What feels scary in the moment often looks very different when you zoom out. A Year of H

Asset allocation is a common strategy that you can use to construct an investment portfolio. Asset allocation isn't about picking...

When you determine how much income you'll need in retirement, you may base your projection on the type of lifestyle you plan to have and...

Reaching retirement can feel like crossing the finish line at the end of a 30-, 40-, or even 50-year-long marathon. Therefore, many of us...

Many investors may think a market high signals that stocks are overvalued or have reached a ceiling. However, they may be surprised to...

It’s common for people to want to leave money behind for their children and family members after death. After spending years working to...

Medicare is a vital resource for many Americans and has many benefits that you might not even know about. From free health exams to...

The estate planning process can feel overwhelming and forever ongoing - especially if you’re taking it on alone. As you try to address...

Medicare’s open enrollment period happens once a year between October 15th and December 7th. During this time, current Medicare...

In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. But the rules are shifting. Labor...

For many Americans, Social Security is the bedrock of their entire retirement income plan. When it comes to claiming Social Security...

In 2024, the average monthly social security benefit for retired workers was $1,907. Whether this amount seems like a lot or a little...

When it comes to our inevitable death, chances are, we’re all going to have at least a little bit of debt. Examples include common...

You may receive some estate planning advice: "Write a will, get it notarized, etc.” You already knew how to do that. It would be best to...