Planning & Retirement
Prepare for financial milestones and events
Financial planning
Financial Planning
2025 Midyear Outlook
2025 has been a bouncy year so far with market ups and downs and uncertainty regarding possible tax changes and economic impacts of tariffs. Are you ready for what may come next?
Behavioral Finance
What is the Sunk Cost Fallacy?
The desire to get your money's worth can lead you in some potentially harmful directions.
Mortgages
Understanding Mortgage Rates
Why aren't mortgage rates falling more quickly? Learn how different interest rates work and the various factors that impact the interest rates we pay on mortgages.
College and education
Estate planning
Saving for retirement
Retirement
Save Now for Retirement
The sooner you start saving, the more likely you're likely to reach your retirement goals. Here are some numbers to put things in perspective.
In retirement
Markets and Economy
Volatility in Retirement
Don’t have a cash reserve? Here are some ways to adjust your spending and withdrawals to help ease the burden on your portfolio.
Retirement
Retirement Rules of Thumb
Rules of thumb are useful if they get you thinking about your retirement savings, but they're no substitute for a personalized plan.
Tax planning
Tax Planning
Tax Deductions & Tips
Learn the two main tax deduction types, how tax deductions work, and how they may or may not apply to you and your taxes.
