News & Commentary

AI tools are showing up everywhere in personal finance, and many people are starting to rely on them for quick answers and budgeting support. This article takes an honest look at what these tools can do well — and where […]

Deciding whether to give financial gifts now or leave a legacy later is one of the biggest questions many retirees face, and this article explores both sides in a thoughtful way. It’s a topic that often comes up once clients […]

Preparing your finances for a natural disaster isn’t something most people think about until they’re already in the middle of one. This article shares a firsthand perspective from someone who found himself unexpectedly facing weeks without power or water—along with […]

Supporting an aging parent with their finances is something many families eventually face, and this article offers a helpful look at one option: opening a joint bank account. It walks through when a joint account can make sense, especially if […]

Watch this fascinating video from CNN highlighting new research for Alzheimer’s showing warning signs for early detection. Watch video

Planning how to withdraw your money in retirement can feel just as important as the years you spent saving it. This article breaks down a practical way to think about the order of withdrawals so you can make your savings […]

This article is a great reminder that a little financial “spring cleaning” can go a long way. It walks through ten areas that are worth checking in on from time to time—things like your cash flow, debt, emergency savings, and […]

Social media can be a great place to pick up ideas, but when it comes to your finances, it’s important to approach what you see online with caution. As this article from Charles Schwab points out, not all financial content […]

This piece offers a refreshingly honest look at retirement from someone who’s lived it—not just studied it. Mark Solheim, the former editor of Kiplinger Personal Finance, shares what surprised him, what worked, and what he wishes he’d known sooner. His […]

Financial regrets are more common than most people admit, and this article takes a thoughtful look at why so many Americans—especially those nearing retirement—wish they’d started saving sooner. With inflation, high prices, and rising debt making it difficult for people […]