The Advisor Blog

Young child in store shopping for back-to-school items, school supplies, and classroom essentials.
Back-to-School Spending By the Numbers

Back-to-school season has begun, and families everywhere are filling their shopping carts with classroom essentials.

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College student walking on college campus with backpack and holding books.
Tax-Advantaged Ways to Save for College

In the college savings game, all strategies aren’t created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for college.

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Hand writing out a personal check to a charitable organization with a donation; concept of charitable giving.
Charitable Giving

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes.

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Illustration of house with trees and car in front covered by a giant umbrella; concept of storm damage or protecting your home.
After the Storm: Navigating Storm Damage Claims

When a major storm hits, dealing with the damage can feel overwhelming long before the insurance paperwork begins.

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Alarm clock sitting in front of a calendar.
Student Loan Borrowers Eligible for a Temporary 1% Auto Pay Discount

The U.S. Department of Education has temporarily increased the interest rate discount for federal student loan borrowers enrolled in auto pay from 0.25% to 1% as of July 1, 2026.

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