The Advisor Blog

Grandfather and child
Considerations When Making Gifts to Children

If you make significant gifts to your children or someone else’s children (perhaps a grandchild, a nephew, or a niece), or if someone else makes gifts to your children, there are a number of things to consider.

Learn More
FAFSA
FAFSA for 2022-2023 School Year Opens on October 1

October is the kickoff season for financial aid. That’s when incoming and returning college students can start filing the Free Application

Learn More
congress building
Infrastructure Legislation Advances, But Still Has a Ways to Go

Two large infrastructure bills have taken important steps to advance in Congress. Here’s where they stand:

Learn More
Sold Sign
Too Hot to Handle: What’s Ahead for the U.S. Housing Market?

The U.S. housing market, already strong before the pandemic, has heated up to record levels in 2021. The Case-Shiller U.S. National Home Price Index, which measures home prices in 20 major

Learn More
young family walking outside
Protecting Your Loved Ones with Life Insurance

How much life insurance do you need? Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations,

Learn More