The Advisor Blog

College campus in the daylight with sun shining on campus building and quad area. Concept of college or higher education.
The College Landscape in 2026

The world of higher education is constantly evolving. Here are some key updates for 2026.

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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.

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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.

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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.

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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.

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