Learn the key duties of a trustee—from legal and tax obligations to asset management and beneficiary communication. Discover when a corporate trustee may be the right choice.

Confused by financial titles like advisor, planner, or wealth manager? Learn the key differences and how to choose the right financial professional for your needs.

Reviewing your insurance policies annually is key to protecting yourself and your loved ones. Learn what to check in life, disability, and long-term care insurance to stay prepared.

Before tying the knot, couples should talk finances. Explore five key money topics—debt, joint accounts, savings habits, housing plans, and career goals—to build a strong foundation for a healthy financial future together. Want me to tailor it for newlyweds, financial planners, or a specific tone like playful or formal? I’m on it.

Discover the four essential components of a successful financial plan for retirement. Learn how aligning your values, planning income, managing taxes, and estate planning can help you achieve your long-term goals.

Think life insurance is only for families? Discover why singles may still benefit—from covering estate taxes to supporting loved ones or leaving a legacy.

Learn how FAFSA and 529 plans impact college financial aid. Discover recent changes that benefit grandparents and how to maximize education savings tax-efficiently.

Bruce and Peg tackle listener questions on new tax proposals, Reddit-fueled stock surges, and the rise of memecoins. Tune in for expert insights and practical financial guidance in a rapidly changing market.

Divorcing later in life? Learn the 4 critical financial steps to protect your assets, minimize tax liabilities, and avoid costly mistakes during and after divorce.

Discover how rising U.S. national debt could impact your personal finances—from higher taxes and reduced Social Security to estate planning and interest rates. Learn proactive strategies to protect your wealth and retirement goals.