Wealth Planning

Overcoming behavioral biases

Behavioral science helps us understand what obstacles interfere with our ability to make sound decisions that align with our best interests and long-term goals. There are a number of learned... Read More

The retirement challenges facing baby boomers

As baby boomers—one of the largest generations encompassing an estimated 74.9 million Americans—approach retirement, are they ready to face the challenges of their new economic reality? In a study by... Read More

Long-term care: Purchasing insurance

With life expectancy rising in the U.S., many individuals are considering long-term care policies as they prepare for their golden years. Annually more than 8 million people receive support from long-term... Read More

Protect yourself from identity theft

Almost daily, we hear about a major data breach, computer virus, phone scam or other form of identity theft. Plus, it‘s almost impossible to do business and not expose personally... Read More

Should you buy or lease your next car?

If it’s time to replace your car, you’ll need to decide whether to buy or lease your next vehicle. The best option depends on several factors—your budget, driving needs, lifestyle... Read More

Determining the best mortgage for you

Before purchasing a home, you should understand the types of mortgage loans available and determine which one is best for your long-term financial situation. Decide how long you plan to... Read More

Planning for charitable giving

In this season of giving, many take this opportunity to give back to their community, to meaningful causes and to their favorite charities. While supporting the organizations you value is... Read More