The Advisor Blog

U.S. Capital building with Social Security cards in the background.
Saving Social Security: Which Solutions Do Americans Support?

According to the 2025 Trustees Report estimates, Social Security will only have sufficient funds to pay full benefits until 2033.

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Consider Munis for Tax-Free Income

In 2024, the municipal bond market saw record trading for the third consecutive year.

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What Is a Financial Wellness Plan?

The Consumer Financial Protection Bureau defines financial well-being as:

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Cost Is a Key Factor in College Selection

With college tuition rising every year, it’s not surprising that cost is one of the most important factors for families when choosing a college.

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Packing, dad and child with luggage, travel and preparing for holiday with parent, black man and happy. House, kid and helping father with baggage, clothes and family with suitcase for vacation.
Staycations Are About More Than Saving Money

In March 2025, 61% of respondents to a travel-related survey expressed concern that a recession might impact their vacation plans. The same percentage were planning a staycation instead.1

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