The Advisor Blog

Heart doctor, mother and child at a hospital for checkup, examination or medical advice at a clinic. Black healthcare man in cardiology checking little girl patient in medicare, examine appointment.
Employer Open Enrollment: Make Benefit Choices That Work for You

According to the Kaiser Family Foundation, the average cost of health coverage for a family of four was $25,572 in 2024.

Learn More
White present or gift wrapped in red bow on a red background with a yellow exclamation point on top of the present; concept of holiday scams or warning.
Holiday Scams to Watch Out for This Season

The holiday season is a time for celebrating with those closest to you, but it’s also prime time for holiday scams.

Learn More
Graphic of large computer screen with global map on it and location points; airplane flying in background; woman looking at map; cargo ship carrying containers on it in front of the computer screen; concept of trade and imported goods.
Online Shopping in the Tariff Era

The de minimis exemption is a long-standing trade policy that has allowed U.S. shoppers to buy goods worth $800 or less directly from online sellers based outside of the United States without having them pass through customs or incur duties.

Learn More
Gold gift card or gold credit card with a gold bow tied around it on gold and sparkly and glittery background. Concept of holiday gift or holiday purchase.
Holiday Tipping Etiquette: ‘Tis the Season to Show Your Appreciation

As the year comes to a close, you may be looking for ways to thank the people around you who make your life easier.

Learn More
Person holding mobile phone with icons on screen such as hearts and dollar signs with the word DONATE across the screen. Concept of donating or charitable giving.
Strategies for Smarter Giving

With Americans contributing about $592 billion to charitable organizations in 2024, it is clear that charitable giving remains a powerful way to support the causes that matter most.(1)

Learn More