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...
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
Personalized retirement planning means building your strategy around your own goals, tax situation, healthcare expectations and family dynamics...
5 min read
Domenica Lurvey: Aug 06, 2025
Insurance plays a central role in protecting your financial foundation—especially in your 40s and 50s, when your income, savings, and goals are...
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...
3 min read
Stephen Ahern: Jun 27, 2025
Reverse mortgages are rarely a good fit, but there are specific situations—like limited income with no desire to leave the home to heirs—when...
4 min read
Joseph Sachetta: Jun 26, 2025
Financial planning in your 50’s means taking stock of where you are, revisiting your goals, and using catch‑up tools while you’re still in your...