The Advisor Blog

African American couple holiday shopping
Will Holiday Spending Outpace Inflation?

Retail spending during the winter holiday months of November and December accounts for about 19% of total annual retail spending and is even more significant for some retail sectors.

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Charitable Gifts of Life Insurance

Life insurance can be an excellent tool for charitable giving. Not only does life insurance allow you to make a substantial gift to charity

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A Critical Combo: Life Insurance with Long-Term Care Benefits

An important part of any retirement strategy involves accounting for potential long-term care (LTC) expenses, which can be surprisingly high.

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Child Care Costs More Than Housing

For a family with two young children, the average annual cost for childcare in 2023 was higher than the cost of mortgage payments in 45 states

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Homeownership

What is it? If you’re like most consumers, homeownership involves the largest financial transaction you’ll participate in during your lifetime.

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