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Personal Finance Calendar: A Year-Round Planning Guide

MONEY READ TIME: 4 MIN Personal Finance Calendar 2026 Write down the major financial events you anticipate in the next few years. That will help guide a discussion about whether your portfolio reflects your short- and long-term goals.   Update your personal net worth to account for any significant changes in the past year.   […]

Data Breach Security Checklist: What to Do If Your Information Is Exposed

TAX READ TIME: 7-8 MIN  Data Breach Security Checklist: What to Do If Your Information Is Exposed Data breaches have become a frequent part of the modern digital environment. Retailers, financial institutions, subscription services, and even data brokers regularly collect and store personal information. When that information is compromised, individuals may face increased risks of […]

Teaching Children the Value of Money: A Retirement-Era Perspective for Parents

LIFESTYLE READ TIME: 5 MIN  Teaching Children the Value of Money: A Retirement-Era Perspective for Parents Why Teaching Kids About Money Still Matters Parents spend years teaching children how to read, ride a bike, and navigate everyday responsibilities. Yet one critical life skill is often left to chance: money management. For U.S. adults planning for […]

How Lifestyle Priorities Differ Across Generations

LIFESTYLE READ TIME: 6-7 MIN How Lifestyle Priorities Differ Across Generations The United States is experiencing a significant generational wealth transition as assets movefrom older adults to younger family members. Alongside this shift, attitudes toward money,lifestyle choices, and long-term priorities are evolving. Understanding these generationallifestyle differences can help families communicate more effectively and consider how […]

Putting a Price Tag on Your Health in Retirement Planning

LIFESTYLE READ TIME: 6-7 MIN Putting a Price Tag on Your Health in Retirement Planning Maintaining a healthy lifestyle is often discussed in terms of energy, longevity, and overallwell-being. For many adults planning for retirement, however, another consideration may be justas motivating: the potential financial impact of health-related choices. While no lifestylechange can eliminate health […]

Financial Literacy and Retirement Planning: Why Education Matters

LIFESTYLE READ TIME: 6-7 MIN  Financial Literacy and Retirement Planning: Why Education Matters Imagine trying to drive a car without understanding the rules of the road or how the vehicle operates. The risks would be obvious and immediate. A similar challenge exists when individuals make financial decisions without a solid foundation of knowledge. For many […]

Lifestyle Changes That Support Long-Term Well-Being in Retirement

LIFESTYLE READ TIME: 6-7 MIN  Lifestyle Changes That Support Long-Term Well-Being in Retirement Why Lifestyle Habits Matter When Planning for Retirement When planning for retirement, financial considerations often take center stage. However, lifestyle habits—such as physical activity, nutrition, sleep, and preventive care—also play a meaningful role in long-term well-being. Many U.S. adults are familiar with […]

Money-Draining Food Myths to Watch as You Plan for Retirement

LIFESTYLE READ TIME: 7 MIN  Money-Draining Food Myths to Watch as You Plan for Retirement Introduction: How Food Myths Can Affect Long-Term Finances As Americans approach retirement, many become more intentional about both health and finances.While maintaining a nutritious diet is an important part of overall well-being, certain populardiet trends and food myths can quietly […]

Fixed vs. Variable Mortgages: Understanding Your Home Loan Options

LIFESTYLE READ TIME: 6-7 MIN  Fixed vs. Variable Mortgages: Understanding Your Home Loan Options Buying a home is often one of the largest financial commitments U.S. households make, and thetype of mortgage selected can influence monthly cash flow and long-term budgeting.Among the most common choices is deciding between a fixed-rate mortgage and avariable-rate mortgage (also […]