Publications, Insights, & News

Bringing a baby into the world can be exhilarating, and the anticipation of change can often be overwhelming for new parents. Suddenly, nine months feels like the blink of an eye when it comes to preparing for the expansion of your family. Not only will your life change overall, but the details of your finances and everyday nuances will suddenly become drastically different. To help you prepare for this exciting time in your life, we’ve identified a few important steps to take as you welcome your new child into the world. . .

Between popping the question and saying “I do,” you and your partner have plenty to plan. And while it’s not as fun as cake tasting, you’ll want to sit down together and discuss the expectations you have about your future finances. According to a survey offered by Psychology Today, 27 percent of respondents found money to be the biggest stressor in their marriage...

Maybe you have a good base of friends where you live now, but your children have moved away. As they continue to grow families of their own, a thought may cross your mind. Should we move closer to our children (and grandchildren)? If so, what are some financial considerations to keep in mind?

As many parts of the country starts to open back up, tourist hotspots cautiously follow — and after months of mitigation efforts, many Americans are itching for a vacation. Experts agree that outdoor activities carry significantly less risk than indoor ones.1 If you’re looking to get away, you’re in luck; parks are beginning to open on a park-by-park basis. Consider visiting these five national parks or beach towns that will be open to tourists this summer...

Greetings! Happy Independence Day! To commemorate our nation’s birthday, I’d like to tell you a story about a young man you’ve probably never heard of before. His name was Harry Burn, and it was 100 years ago this summer when he found himself confronted with a choice that would change the course of American history.

Tax season is officially in full swing and while you’re probably focused on filing your 2019 tax return by the recently extended deadline of July 15, 2020, it’s never too early to begin preparing for next year...