The Advisor Blog

woman looking at papers
Maintaining Your Financial Records: The Importance of Being Organized

An important part of managing your personal finances is keeping your financial records organized.

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garage storage
Are You Spending Money to Keep Stuff You Don’t Need?

It’s estimated that more than one in 10 Americans leases a storage unit. In June 2023, the nationwide prices charged by self-storage facilities averaged $165 per month

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Do You Know If Your Retirement Is at Risk?

An analysis of data from the Federal Reserve Survey of Consumer Finances found that 47% of U.S. households were at risk of not having adequate retirement income

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Housing Market Trends: Are They Helping or Hurting the Economy?

In an unusual twist, U.S. home values climbed to an annual record of $389,800 in 2023, even as mortgage rates rose to the highest levels in a generation. The median price of existing homes rose 4.4%

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older couple on the beach
When Do People Start Collecting Social Security?

There’s no “right” age to begin receiving Social Security retirement benefits. It’s a personal decision based on multiple factors, including how long someone wants to work

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