The Advisor Blog

government shut down
Why Are We Facing a Government Shutdown? And What Happens if We Have One?

As September comes to a close, the U.S. government seems headed for a shutdown, which would begin on October 1.

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clean vehicle
Clean Vehicle Tax Credits: New vs. Qualified Commercial

Federal tax credits may be available to help offset your cost to purchase certain clean vehicles (including electric, plug-in hybrid, and fuel cell vehicles).

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Artificial Intelligence
What Real People Think About Artificial Intelligence

When U.S. adults were asked about the expanding presence of artificial intelligence (AI) technology in daily life

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dad and child
Saving for Retirement and a Child’s Education at the Same Time

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two?

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happy couple
Four Key Objectives of a Sound Retirement Plan

A sound retirement plan should be based on your particular circumstances. No one strategy is suitable for everyone. Once you’re retired, your income plan should strive to address four basic objectives:

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