The Advisor Blog

Community Team Spirit And Cohesion
Nonprofit Boards: New Challenges and Responsibilities

The days are long gone when nonprofit boards were made up of large donors who expected that little more would be asked of them beyond socializing at the occasional fundraiser.

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Duster brush dusting off file folders in a file cabinet drawer; concept of financial cleanup or organizing financial records.
Time for a Financial Cleanup: Organizing Your Financial Records

An integral part of managing your personal finances involves properly maintaining your financial records.

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U.S. Capital building with Social Security cards in the background.
Saving Social Security: Which Solutions Do Americans Support?

According to the 2025 Trustees Report estimates, Social Security will only have sufficient funds to pay full benefits until 2033.

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Two African American women working together in office environment, discussing strategies, communicating.
Consider Munis for Tax-Free Income

In 2024, the municipal bond market saw record trading for the third consecutive year.

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Home, talking and couple with a laptop, paperwork and communication with investment, financial planning and internet connection. Documents, man and woman with technology, speaking and website info.
What Is a Financial Wellness Plan?

The Consumer Financial Protection Bureau defines financial well-being as:

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