Each month we post a quick tip, providing resources to create a better quality of life for you and your finances!

Each piece matters on its own, but you don’t get the full picture until the pieces connect. These five pillars are the core “puzzle pieces” of a confident retirement blueprint...

Even for affluent families, self-funding long-term care is the most undiversified, unhedged bet many investors will ever make. In wealth management, risk is rarely ignored but often misunderstood. Few areas illustrate that better than long-term care

In January 2026, Several Changes to Social Security Will take Effect. What Will Be the Impact On Your Benefit?

It’s been 60 years since Beatlemania swept across America—but beyond the iconic performances and timeless melodies, the Beatles left behind something else: surprisingly relevant wisdom for your financial life.

While tidying up the Oleander beds over the 4th of July weekend, I spotted a line of ants marching along the edge of our neighbor’s driveway. Seemed harmless enough at first—but it caught my attention.

Five Years from Retirement? These 5 Tips Could Make All the Difference. If retirement is on the horizon—say, within the next five years—you’ve entered what we call the retirement red zone.

Smart Uses for Your Tax Refund. If you have a refund check coming your way, consider using it to bolster your personal balance sheet.

Six Steps to Simplify Your Estate for Your Heirs. A simplified estate strategy will expedite the settlement of your estate after you're gone, minimize audit risk, mitigate costs and reduce stress for your beneficiaries.

How to Guard Against Identity Theft in 2025. Eva Velasquez is president and CEO of the Identity Theft Resource Center (ITRC), a nonprofit that supports victims of identity theft. Here, she talks to Kiplinger about key identity theft problems to know about in 2025.

Decoding Your Taxes: A Glossary of Tax Terms You May Need to Know Many tax terms are confusing, whether you're a business owner, a seasoned individual taxpayer or someone filing a tax return for the first time.