SMART Goals for 2024

Notebook with a list of New Year Resolutions

With 2023 drawing to a close, many people take the opportunity to create new goals for the new year. SMART goals can help you lay the groundwork to pursue personal and business success.

Extended Care: No Decision Is a Decision

Elderly man and his in-home health aide

There’s an old saying that “No decision is a decision.” By creating a strategy for extended care, you’ve made the decision to be prepared in the event of an unexpected turn.

Holiday Shopping Quiz

man sitting by Christmas tree while online shopping

How much do you plan on spending this holiday season? This Holiday Shopping Quiz will help you compare yourself with all holiday shoppers.

National Parks for a Vacation

Image of mountainside on a sunny day.

How about the concept of a staycation within the United States, or finding time to appreciate the beauty of our nation’s national parks?

Rules of a Rollover

An image of a woman working on her laptop.

Whether you are starting a new job or getting ready to retire, you’ll have to make a decision about what to do with your retirement plan.

Wall Street Sayings

An image of the Wall Street street sign in New York City.

We’ve picked four of our favorite Wall Street sayings that may be a bit less popular, but have a strong underlying message important for any investor.

Social Security’s Role In Retirement

Social Security's Role in Retirement

Only 33% of today’s pre-retirees expect that social security will be a major source of retirement income – nearly 67% of retirees say Social Security is their major source of income.

Charitable Giving Strategies

Donation Box as part of Charitable Giving Strategies

Everyone aspires to leave the world a better place, sometimes that means planning a more defined approach to their charitable giving strategy.