Download PDF Version When markets drop, is your first instinct to sell or stay put? Do you try to find the best time to jump into the market after a downturn? Those are just two of the mistakes you could be making with your investments — and they could be hurting your long-term success. Overview…

Download PDF Version Mutual funds are a highly utilized investment choice. However, investors should ask several crucial questions before selecting a mutual fund for their portfolio. Overview As American companies (and profits) took off in the early part of the 20th century, everyone wanted in on the action. There was just one problem: Investing wasn’t…

Download PDF Version No matter their age or net worth, every adult can benefit from planning for what happens with their assets when they die. There are many components involved, and it can be a highly emotional process – but it’s worth knowing your loved ones can focus on more important things after you’re gone.…

Download PDF Version Knowing you have a regular and consistent source of income waiting for you in retirement can help create confidence and make it easier to make the jump from employee to retiree. Overview What happens when the paychecks stop coming? That’s the question for many people approaching retirement age. Most of us will…

Download PDF Version It isn’t an easy time to be a young adult. Economic uncertainty, a softening job market and rising prices create challenges for college graduates who are just setting out on their own journeys toward independence. Overview Graduating from college should be an exciting time, but today’s graduates are launching into a particularly…

Download PDF Version Summer is a popular time to take off on a vacation. The more you plan ahead of time, the more likely you’ll be able to enjoy yourself while you’re gone and return home without lingering financial concerns in your wake. Overview Planning an upcoming trip? You’re not alone — nearly 85% of…

Download PDF Version While no one can predict who might experience dementia in their later years, it’s prudent to include the possibility as you’re building your long-term financial plan. Overview We’ve all had them: Moments when we’ve walked into a room and forgotten what we came in for. Or saw someone out and about and…

Download PDF Version Spring is a good time to organize your finances, clean up debt and credit issues, consolidate old accounts and develop good habits to work toward your goals. Overview Do you have a space in your house in constant need of organizing? You know the one: the space where clutter seems to accumulate…

Download PDF Version Help Avoid Outliving Your Savings While Maintaining Your Desired Retirement Lifestyle When it comes to retirement planning, all of us want to know we have enough money saved and how to make it last. We also want to feel confident that we can live our desired lifestyle in retirement. Overview When it…

Download PDF Version The Cost of College Strategies for paying for higher education Student loan debt is growing. 45.3 million Americans carry an average of $37,338 in total student loans for post-secondary education — and the cost continues to rise.1 Investors who want to help their kids and grandkids avoid this debt have a variety…