The Advisor Blog

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Retirement Confidence Remains Strong, Despite Pandemic

Despite the economic shock of the coronavirus pandemic, American workers and retirees remain largely optimistic about their financial prospects for retirement.

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I’m a first-time homebuyer, and I don’t have a lot of cash to put down on a house. What type of mortgage would be best for me?

If you are a first-time homebuyer and don’t have a lot of money for a down payment on a home, you may want to consider obtaining a mortgage through a

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American Families Plan Would Provide Benefits for Some, More Taxes for Others

On April 28, 2021, the White House released a fact sheet for President Biden’s American Families Plan (AFP), which proposes about $1 trillion in investments and $800 billion in tax cuts.

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The ABCs of 529 Plans

529 plans are tax-advantaged education savings vehicles and one of the most popular ways to save for education today. Much like the way 401(k) plans revolutionized the world of retirement savings

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Should I buy or lease a car?

There is no definitive answer — you must determine which option works best for you. Use these simple guidelines to help you decide. How long will you keep the car? Leases typically run two to four years.

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