The Advisor Blog

Man and woman both holding a dollar bill or money with a split down the middle; concept of sharing finances or combining finances or keeping separate.
Should I open a joint checking account with my spouse?

The answer depends on several factors. Among them are how you and your spouse feel money should be handled, your respective spending and saving habits, and whether there are any reasons to keep your money separate.

Learn More
Mother and young son laying on bed in home on tablet device both smiling together.
Helping Protect Your Child’s Identity in a Digital World

A recent survey estimated that about 10 million children have been victims of identity theft.(1) Children, unlike adults, generally do not have a credit history, which can make them attractive and easy targets.

Learn More
Father with two young children on beach staring off into the water and horizon.
Test Your Knowledge of Estate Planning

Estate planning can mean different things to different people. This quiz may help you increase your understanding of estate planning.

Learn More
African American middle-aged mature couple sitting together on couch in home looking at laptop computer screen.
New Job or Retirement? Take Control of Your 401(k)

When you leave your job or retire, you may have four options to manage funds in a work-based retirement plan, such as a 401(k), 403(b), or 457(b) plan.

Learn More
Clock face with American flag in the background; concept of time ticking away.
Social Security and Medicare: The Clock Is Ticking

A recent survey showed that only about half of workers and 6 in 10 retirees are confident that Social Security and Medicare will provide the same value in the future.(1) That’s not surprising.

Learn More