Individual Investor Insights

General Investing View All

Expecting a Baby? Plan for a Lifetime of Expenses

Whether you carefully planned for children, or you were pleasantly surprised, at some point finances need to be considered. It doesn't matter if Junior is two years old or 12 years old, it's never too late to make sound financial decisions for the whole family. Here are some tips to get you started.

Know the Signs of Elder Financial Abuse

Older generations have become a target for financial exploitation. Financial Coach Al Chingren shares how you can recognize the signs.

Shake, Rattle and Roll: Closing Out a Wild 2018

The roller-coaster ride of 2018 provides important reminders about market behavior—particularly after several years of consecutive returns.

    Retirement View All

    Retirement Reality Check: Big Number Blindness

    Some investors have a big, round number as a target for retirement. But how do you know it will be enough to live comfortably?

    Will You Work Past Age 65?

    Some expect to stay on the job longer to save more for retirement, pay down debt and have extra money for daily expenses.

    4 Facts to Know about Social Security

    Get the facts now to make retirement easier down the road.

      College Investing View All

      Invest Where Your Heart Is

      The gift of education invests in more than tuition, books or room and board. It invests in someone's heartfelt hopes and passions.

      Give and Receive with Accelerated 529 Gifting

      Beyond the tax-advantages afforded by 529 plans, gifting money for college may help fulfill a child's dreams for the future. An accelerated gift may also reduce the benefactor's estate taxes. This can add up to good news for college-bound recipients and gift givers alike.

      The Boomerang Generation and Growing Student Debt

      Guest blogger Jake LaTurner discusses how to save for college to help keep your kids from joining the Boomerang Generation.