Mutual funds come in two types—open-end & closed-end. Know the key differences, risks, and purchase strategies to build a smarter portfolio.

If you’re looking to use your time to help those in need or the world around you, you have three options: The first is to earn more money and give more money away. The second is to volunteer your time. The third is to embark on a career change and work for a non-profit.

Wondering if it’s time to hire a financial advisor? Learn how to choose the right one, what credentials to look for, and how they can help you plan for retirement.

Discover purpose, clarity, and courage for a meaningful second half of life using your wisdom, creativity, and financial tools to fuel your transition.

Get ahead of tax season with smart year-end planning. Discover 7 key topics to discuss with your tax advisor—from income changes and IRA contributions to property sales and tax law updates—to reduce surprises and optimize your return.

When you have a loved one with a disability or functional needs, planning ahead and creating financial security for them is likely a top priority. How can you offer financial support without negatively affecting any means-tested government benefits they’re receiving or may receive in the future? A special needs trust is one sound solution.

Explore how an intentionally defective grantor trust (IDGT) can reduce estate taxes, preserve wealth across generations, and leverage tax advantages for high-net-worth estate planning.

Explore ways to make a difference through money, time, or career choices. Learn how to align your wealth and priorities with meaningful impact.

Open enrollment is more than health insurance—it’s a chance to align your benefits with your retirement goals. Learn key strategies for maximizing contributions, reviewing coverage, and updating your estate plan.

Getting remarried? Discover six key financial planning tips for second marriages—from prenups and estate updates to managing kids’ expenses and aligning retirement goals.