The Advisor Blog

Key with tag attached to it that says 529 Plan and graduation cap laying next to it.
529 College Savings Plans

529 savings plans are tax-advantaged education savings vehicles and one of the most common ways to save for college today.

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Man's hand pointing to a screen that has REIT on it with other buttons with icons on them.
REITs Offer Income and Diversification

Real estate investment trusts (REITs) can offer a consistent income stream and help provide portfolio diversification.

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Asian couple sitting at kitchen counter reviewing financial papers and bills in modern home.
Why Many Paper Millionaires Don’t Feel Rich

According to an analysis of Census Bureau survey data, more than 24 million U.S. households — or one in five — reported having at least $1 million worth of assets in 2023.

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Young girl volunteering on beach with bag filled with recycled items or garbage and blue volunteer shirt on; concept of volunteering and giving your time.
Voluntourism: Getting Away and Giving Back

Is your idea of a perfect vacation spending time alone on a beach with a good book? Or would you prefer a more active experience where you are part of a group, challenging yourself, and using your talents and skills to help others?

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Women and Work: Why Salary, Benefits, and Work-Life Balance Count

As you progress along your career path, there’s no telling how far you’ll go. But to fully reap the financial rewards of all your hard work, you’ll need to take charge of your own career.

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