The Advisor Blog

woman at desk
529 Plans and Financial Aid Eligibility

If you’re thinking about opening a 529 account, or if you’ve already opened one, you might be wondering how 529 funds will affect your child’s financial aid eligibility.

Learn More
military-family
Five Key Benefits for Military Families

Military families face plenty of financial challenges. If you’re saving for college or retirement, buying a home, or wondering how to help secure your family’s financial future,

Learn More
bonds
Managing Bond Risks When Interest Rates Rise

After dropping the benchmark federal funds rate to a rock-bottom range of 0%–0.25% early in the pandemic, the Federal Open Market Committee has begun raising the rate toward

Learn More
medical staff
Medical Professionals: A Prescription for Your Financial Health

The demands on medical practitioners today can seem overwhelming. It’s no secret that health-care delivery is changing, and those changes are reflected in the financial issues that

Learn More
RMD blocks
Required Distributions: Changes You Need to Know

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 changed the rules for taking distributions from retirement accounts inherited after 2019.

Learn More