Account Access

The Advisor Blog

piggy bank with coin iconSavings Basics
calculatorFinancial Calculators
pen and paper iconPrepare for Life Events
microphone iconPodcast
Happy mature Asian woman surfs internet on mobile phone sitting at small table on outdoors cafe terrace on autumn day.
Social Security: What Should You Do at Age 62?

Is 62 your lucky number? If you’re eligible, that’s the earliest age you can start receiving Social Security retirement benefits.

Learn More
Yellow gerber daisy flower in flower pot resting on window sill in office or apartment building and window shows view of city skyline through it.
Cost of Living Varies Widely Across the U.S.

Residents of Manhattan, NY, live in the nation’s most expensive urban neighborhoods, paying more than twice the national average to maintain a “professional/managerial” standard of living.

Learn More
Hug, grandparent playing or happy child in family home on sofa with love or care bonding together. Piggyback, living room couch or senior grandfather with young girl, smile or kid to relax in house.
Social Security Retirement Benefit Basics

Social Security benefits are a major source of retirement income for most people.

Learn More
Animated picture of house set on background of a city and the house has a chain and lock over it with a man standing next to the house, concept of housing market and lock-in effect.
The Lock-In Effect: Will It Ever Let Go of the Housing Market?

Since 2022, many homeowners have been reluctant to sell and move because they would have to finance their next homes at much higher rates than they pay on their current mortgages.

Learn More
Middle-aged woman and her elder mother sitting at kitchen table in home looking through papers and mail together, looking concerned.
Debt After Death: What Happens to Debt When Someone Dies?

Losing a loved one is never easy. In addition to the emotional challenges you may face, you might also be worried about what will happen to their debts once they are gone.

Learn More