3 min read
Eric Sachetta: Oct 16, 2025
Key Steps When the Stock Market Drops: Follow a few calm rules: don’t panic-sell, and trust your plan. If you’re still building your wealth,...
5 min read
Cailin Suvarna: Oct 16, 2025
Quick take on stock vs cash donations: If you have long-term appreciated stock, gifting shares often lets you deduct market value and avoid...
2 min read
George Liakakis: Sep 23, 2025
Intro to Millennial Longevity Planning: This article introduces an approach that blends financial strategy with health, lifestyle, and purpose....
3 min read
Joseph Sachetta: Sep 11, 2025
The decision to move into a senior housing community is rarely simple. Beyond the personal and emotional considerations, there’s a financial side...
3 min read
Domenica Lurvey: Sep 11, 2025
This article compares 15- and 30-year mortgages for Gen X buyers, highlighting the trade-offs between faster payoff and greater monthly...
3 min read
Joseph Sachetta: Sep 11, 2025
Every week I see new headlines about retirement. A magic number to hit. A single “safe” withdrawal rate. If you’re within ten years of retiring,...
5 min read
Domenica Lurvey: Aug 06, 2025
Why Insurance Deserves a Seat at the Planning Table
5 min read
Stephen Ahern: Aug 06, 2025
This piece explains four legacy-planning moves that go beyond trusts: regular family conversations, tax-timed Roth conversions, liquidity via...
4 min read
Joseph Sachetta: Jun 26, 2025
