The Advisor Blog

The owner of the house removes the protection from the window after a disaster.
Natural Disasters: Are You Prepared?

Earthquakes, hurricanes, tornadoes, floods, and wildfires can strike without warning.

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Finance, documents and senior couple on sofa with bills, paperwork and insurance checklist in home, life or asset management, Elderly black people on couch with financial, retirement or mortgage debt.
Life Insurance Might Help During Turbulent Economic Times

During times of economic uncertainty and when the stock market is volatile, life insurance may be a useful tool to consider.

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Senior or older African American couple standing in front of their home.
Boomer Homeownership and Retirement

With the youngest baby boomers turning 60 in 2024, a survey from mortgage agency Freddie Mac looked at the relationship of boomer homeownership to retirement and aging.

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Young woman at table at home looking at phone and working on paperwork or finances.
Three Ways to Help Build Financial Resilience

Roller-coaster markets, global events, and unexpected life changes can catch you off guard.

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A cute gray-haired retired grandmother and her teenage caucasian granddaughter look at a tablet as they sit at a table in their grandmother's house. Grandma's education about new technology.
How Grandparents Can Help Grandchildren with College Costs

As the cost of a college education continues to climb, many grandparents are stepping in to help.

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