Our Insights

Here’s where you can find valuable information on personal finance topics to help you manage any decision in your life with a dollar sign.

Latest Articles

Mental accounting benefits and pitfalls
A portfolio for the next four years and beyond

Your portfolio should let you worry less about politics and focus more on your goals.
When to Rebalance your Portfolio

Rebalancing is a critical driver of long-term returns.
Tax Planning for Your Home Office
Having a Family Meeting to Discuss Estate Planning

Your estate planning isn’t complete until you discuss it with your loved ones.
Year-end Financial Checklist

Cut down your year-end checklist to protect your most important asset.
Earnings vs. rate cuts: Who’s the boss?

Earnings season reminds us that profits ultimately drive stocks.
Do this one thing to reduce financial stress

How to face financial challenges head-on and forgive yourself for past mistakes.
Why pay more for Medicare in 2025?

You have some control over costs. Here’s what you can do.
Protect your credit as data breaches multiply

Because money doesn’t come with instructions.®
Simplify Finances by Consolidating Retirement Accounts

Retirement plans can have blinds without a holistic approach
Work From Home Tax Deductions Explained

Find out if you qualify for work from home tax write offs.
Have you Planned for Early Retirement?

It’s not just about the money you’ve saved.
How long should you keep financial documents?

Here’s a list of what documents you should save and when it’s time to use the shredder.
How to Build Wealth in your 40s

Identifying the roadblocks is the first step to surmounting them.
Reverse Mortgage Requirements

Beware: They’re complex (and expensive).
Recency Bias and Staying Rational

Here’s why relying on recent memory can lead to bad investment decisions.
Ethical Wills and Sharing Life Lessons with Loved Ones

How to create a legacy with your history, hopes and values.
Over 50 & Cohabitating: Estate Planning Insights

In many states, long-term partnerships lack basic legal entitlements.
How do higher interest rates affect you?

How rising interest rates can impact your plans.
Setting Investment Goals for High-Net-Worth Individuals

How to choose the right investment strategy to help grow and protect your wealth.
What is Tax-Loss Harvesting? We answer your questions

The important nuances to know about this tax-efficient strategy.
Personalizing Your Retirement Withdrawal Strategy

Find the Right Withdrawal Strategy for You
How to Rebalance a Portfolio

Keep your risk profile in line with your goals.
Growth vs value stocks: Which is better for your portfolio?

A look at how these very different types of equities can complement each other.
What are the 'Financial Engines'?

A closer look at our backstory.
Are I bonds a good investment?

Series I savings bonds could offer unique benefits to your portfolio.
Active vs. passive investing

Here’s how to help choose the right approach for your goals.
Is this the right time for refinancing a mortgage?

Rising interest rates impact many homeowners’ refi decisions.
Addressing the Gap in Financial Literacy Among Women

Tapping into knowledge and guidance can help enable financial empowerment.
Here’s What You Need to Know Before Buying a Second Home

There's more to ponder than a second mortgage.
What Is a Backdoor Roth IRA?

Find out if this retirement savings strategy is right for you.
Your Tax Advantage When Selling a Home: Exclusion of Gain

How to Help Make Sure You Receive the Maximum Exemption
Spending in retirement

It may be time to treat yourself for all your hard work.
Ex spouse social security benefits

An ex-spouse may be eligible for additional retirement dollars.
SEP IRA for self-employed retirement

Flexible benefits make it a good choice for some small businesses and the self-employed
Should I Consider a Phased Retirement?

It’s an option that allows for a gradual transition into retired living.
IRS rules for caregivers

How to help avoid making yourself an employer subject to taxation.
Types of business structures and how to decide

When you’re ready to start your own business, set yourself up for success.
Unlock the benefits of a tax loss harvesting strategy

It’s even more powerful when combined with rebalancing.
Tax Efficient Investing Strategies

6 tax considerations to help you keep more of your hard-earned money.
7 types of insurance policies you do and don’t need

Stay covered, but only for what you need.
Understanding potential capital gains tax on real estate in a hot market

An interview with wealth planner Isabel Barrow, director, financial planning at Edelman Financial Engines
Retiring in a bear market

What to do, what not to do, and withdrawal strategies to keep your retirement on track.
Volatility in the stock market: what it means and how to manage it

Here’s how you can make market volatility work for you.