Four Findings That Might Change How You Think About Retirement
Every spring, researchers at the Employee Benefit Research Institute survey more than 2,000 Americans about retirement.
August is Make-A-Will Month
The question isn’t whether you need a will. It’s whether you have a reason to skip one.
“The Dink Game” and Other Pickleball Wisdom
Pickleball’s grip on Americans is nothing short of remarkable.
Wise Counsel Helps Turn Plans into Results
Some online legal services have made it easier than ever to draft a will and create a power of attorney or power of healthcare. Some even can set up a trust.
The Role of Trusts in Estate Strategies
There’s something fun about a non-graded pop quiz.
Life Lessons from Hit Songs
Bing Crosby didn’t think he was giving financial advice.
The Six Keys to a Financial Plan
Long before spreadsheets, tax codes, or retirement accounts, Scripture was asking the personal finance questions that still matter the most:
Summer Vacation
For many, summertime is vacation time—a few precious days when you can step away from your daily routine and enjoy time away with family and friends.
The Power of a Financial Plan
“Measure twice, cut once” is an old carpentry saying.
“Hello, It’s AI Calling”
With just 3 seconds of audio, some artificial intelligence software can mimic the tone, pitch, and cadence of a person’s voice.1
