Many Americans steer clear of the uneasy feeling that can arise from checking their financial accounts. According to new research from Wealth Enhancement, nearly half of Americans act on that impulse.1 Forty-four percent of respondents in the firm’s Mood & Money survey said they’ve avoided checking a financial account in the past year because doing so felt too stressful. 

Learn how an Irrevocable Life Insurance Trust (ILIT) can help reduce estate taxes and protect your beneficiaries. Discover key benefits, setup tips, and tax-saving strategies.

Plan your retirement with confidence. Discover decade-by-decade savings milestones, key ages, and expert guidance to stay on track for your future.

Artificial Intelligence (AI) has brought remarkable advances to everyday life, but unfortunately, it has also supercharged the tools available to criminals. For investors and families, that reality comes with new risks and new responsibilities.

This week on 7 Market Movers, we discuss the rise in global equity markets, third-quarter earnings season, and the Fed cutting rates for the first time in 2025.

New Wealth Enhancement research finds 44% of Americans avoid checking accounts from stress. See top drivers and how meeting a financial advisor can ease money anxiety.

Markets defied historical seasonality in September. Find out more in this month’s investment market commentary.

Discover 35 AI prompts to simplify budgeting, saving, investing, and more. Learn how to use AI tools effectively and when to seek expert financial advice.

Deferring income through NQDC plans may reduce taxes, boost retirement funds, and reward long-term employees—but it’s key to plan wisely.

Understanding capital gains tax is essential for savvy investors. If you’re aiming to maximize your returns, you need to know when you’ll encounter capital gains taxes and how to deal with them.