Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • Home Improvement Credits Under the Inflation Reduction Act

    Edward F. Smith III November 30, 2022

    If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.

  • Why Opt for a ‘Total Return’ Retirement Strategy?

    Kenneth Couser November 30, 2022

    As the average life span increases, so does the length of retirement for many individuals. So, how can you better prepare for this new reality? This article explores a 'total return' retirement strategy and how it may help your income outlast your lifetime.

  • Retirement Planning for Women

    Shurdonna Joseph November 23, 2022

    The world of personal finance and investing can often feel overwhelming, and navigating these realms as a woman presents its own unique challenges and opportunities. This article takes a closer look at the current landscape of how gender may affect your financial experiences, offering tips and important considerations for women saving for retirement.

  • Insurance Solutions for Business Owners

    Robert Wheeler November 23, 2022

    The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.

  • Giving the Gift of an Education to Your Next Generation

    Zane Byramji November 9, 2022

    Everyone knows and loves the feeling they experience when someone gives them a gift. That experience can be further heightened when the gift comes from a parent or grandparent, regardless of the recipient’s age.

  • Alternatives to Holding Cash in a Rising Rate Environment

    October 31, 2022

    Swings in the financial markets, coupled with rising interest rates and high inflation, may make investing decisions feel challenging, especially if you currently have large cash holdings. Let’s explore some solutions available for cash or cash reinvestment needs, particularly in a rising interest rate environment.

  • 5 Top Cybercrime Trends and How to Combat Them

    October 26, 2022

    From smart homes to smart phones, our lives are more online than ever, especially following the pandemic. Staying up on the latest trends in cybercrime, and taking smart actions, helps us protect one of our most precious assets: our personal and financial information. Here are five trends to keep on your radar.

  • Make Long-Term Care a Part of Your Financial Plan

    Kevin Scaltrito October 21, 2022

    Many Americans underestimate the risk of outliving their financial resources in retirement, or perhaps experiencing economic hardship stemming from large, unanticipated health and long-term care costs later in life¹. It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.

  • Navigating your Medicare Options

    Jay Guyer October 3, 2022

    By gaining a general understanding of your Medicare eligibility and coverage, you will likely be in a better position to navigate the options that will best address your needs.

  • Remaining Disciplined During Market Downturns

    Ryan Shugrue June 29, 2022

    Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.


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