Welcome to the Financial Education Center

Here’s where you can find valuable information on personal finance topics to help you manage any decision in your life with a dollar sign.


Latest Articles

    Market Insights – April

    IRS rules for caregivers

    How to Customize Your Retirement Plan Using the 4% Rule

    Should you try to hedge against inflation?

    The Comprehensive Parenting Contribution

    Tax Efficient Investing Strategies

    Your Guide to Understanding Lower Interest Rates

    Do you need answers to these top tax questions?

    What everyone can learn from women and investing

    Retired and need to raise your tech game?

    What is loud budgeting?

    Identify and help prevent bank scams

    What are Bitcoin ETFs?

    Market Insights – March

    6 Questions to Ask a Financial Advisor

    Does a Will Override a Beneficiary Designation?

    How you can avoid taxes on a 401K inheritance


    February Market Insights

    Determine Your Tax Filing Status as a Qualifying Surviving Spouse

    Preparing for retirement

    Get boomerang kids back on their feet

    Unlock the benefits of a tax loss harvesting strategy

    January Market Insights

    The downside of buying real estate with your IRA

    8 considerations for buying a second home

    Tax saving strategies you can employ all year

    8 tips for choosing a tax preparer

    Understanding potential capital gains tax on real estate in a hot market

    Are 529 contributions tax deductible?

    When to collect Social Security

    Pay off mortgage before retirement

    How do financial advisors get paid

    Spending in retirement

    Reverse mortgage pros and cons

    Do you know about these retirement income strategies?

    Love and money: 5 ways to strengthen your relationship

    Looking for new ways to enjoy retirement?

    Why renting out your home might not pay off

    Traveling the "right way" in 2024

    How to save money during inflation

    Think twice about investing in CDs

    December Market Insights

    Starting a small business or side hustle

    Investing during inflation: How to help protect your portfolio

    Top 10 retirement myths

    The challenges of money and relationships

    Strategies to protect your wealth

    When life happens, savings suffer

    What excess 529 funds can be used for

    Tips for navigating the new job market

    November Market Insights

    Resist borrowing from 401k

    Setting Investment Goals for High-Net-Worth Individuals

    Eyeing early retirement

    Putting employees on the fast track to financial health

    What the Silicon Valley Bank news means for your wealth

    How to prepare for a bear market

    July Market Insights

    August Market Insights

    September Market Insights

    October Market Insights

    March 2023 Market Insights

    Putting inflation and the markets into perspective

    How often should a will be updated?

    Important Papers to Keep: A Checklist

    Should you create a trust?

    Estate planning checklist

    Creating a will: common mistakes and how you can avoid them

    Estate planning and trusts for pets

    3 questions to consider before you meet with an estate planning attorney

    Make charitable contributions count like never before

    How Qualified Charitable Donations Can Lower Your Taxes

    15 Tax Saving Strategies to Minimize Your Expenses

    Women meeting in business office

    When to buy Long-Term Care insurance

    Is Long-Term Care insurance worth it?

    7 types of insurance policies you do and don’t need

    Get water and sewer line insurance protection

    Disability insurance benefits can help protect your top financial asset

    What is an umbrella insurance policy?

    How to buy life insurance and what to avoid

    Federal budget proposals and their effect on investment strategies

    February 2023 Market Insights

    Everyday Wealth, Everyday Insights

    April 2023 Market Insights

    Active vs. passive investing

    Compensation at work: Employee stock options

    What is cryptocurrency? And other FAQ about digital assets.

    Should I roll over my 401k?

    Second marriage financial advice and to-do list

    Types of business structures and how to decide

    Portrait of family outside of their home

    How to Rebalance a Portfolio

    Tips for keeping your wealth safe online

    Financial markets news: 2022 midyear review


    The Great Resignation

    Many couples don’t discuss their finances in depth

    Leasing a car vs buying

    What are the 'Financial Engines'?

    How to take advantage of higher interest rates

    How do higher interest rates affect you?

    Addressing the Gap in Financial Literacy Among Women

    tips for managing finances during gray divorce

    Inheritance rights of spouses

    How can I maximize my social security benefits?

    Continuing care retirement community: are you financially ready?

    Advantages of Donating Stock to Charity

    Which home improvements add the most value?

    Purchasing a life insurance policy?


    Is your property and casualty insurance protection up to date?

    Plan now for a day when you might need help

    Retirement withdrawal strategy

    Lending money to family or friends

    Giving while living

    Is a charitable remainder trust right for you?

    Navigating the unique needs of blended family finances

    I bonds: The inflation-protected asset you should know about

    Do I need flood insurance?

    Depleting Social Security trust fund

    The Benefits of Personalization in Defined Contribution Plans

    Planning for home hospice care

    Why the S&P 500 may fail as your portfolio’s benchmark

    When to sell ESPP stocks

    Welcome to Web3: The evolution of the internet

    What is a stock market correction?

    Passive investing: Is it right for you?

    Meet your chief investment officer Neil Gilfedder

    Growth vs value stocks: Which is better for your portfolio?

    Early retirement health insurance options

    5 Steps to Building Wealth


    Avoiding availability bias during market volatility

    Retirement Asset Allocation: Find Your Financial Balance

    Your annual financial planning checklist

    What causes inflation?

    What is a backdoor Roth IRA?

    We need to talk about annuities

    6 Retirement Income Strategies

    What's wrong with healthcare?

    Investment and market insights

    Everyday Wealth in America

    Insurance policies that you do and don’t need

    How much insurance do you need?

    Who do you call when life comes calling?

    The psychology of retirement

    Is college worth it?

    Protect your wealth against scams

    What Is a Backdoor Roth IRA?

    Retiring in a bear market

    Estate planning guide

    Avoid these 3 things when saving for college

    Estate planning for your digital assets

    Is now the time to pull your money out of the market?

    Choose the right kind of power of attorney

    Feeling taxed?

    Changes are coming to estate planning laws: How to prepare now

    What to do when a family member dies

    Estate planning for business owners

    Identity theft: 10 ways you can lower your risk of being victimized

    What you need to know if you’re an executor of estate

    What is the best way to pass on an inheritance?

    Inheritance theft: Be vigilant

    Do you have more money problems than a year ago?

    Some advantages of a fintech company

    The urgent need for tax planning right now

    The elder care equation

    The terminology of trusts

    4 strategies for empty nesters

    Volatility in the stock market: what it means and how to manage it

    Is this the right time for refinancing a mortgage?


    Should I pay off my mortgage?

    Don’t fall into the trap of using mental accounting

    Behavioral finance: Keeping emotions separate from investing

    Buying real estate with an IRA

    Discipline and courage in changing times

    Are I bonds a good investment?

    May 2023 Market Insights

    Can an executor of a will be a beneficiary?

    Everyday Wealth in America 2022 Report

    Estate planning for people with disabilities

    Employers can help max out your 401k

    What to do if you are a victim of identity theft

    De-dollarization, digital dollars and gold – what does it all mean?

    Keeping your financial New Year’s resolutions

    Russia’s invasion of Ukraine and its effect on the markets

    ESG investing: Off the sidelines and into the mainstream

    A lesson from our Founding Father Ben Franklin

    Understanding financial leverage

    What are the “Financial Engines” in Edelman Financial Engines?

    Estate Planning for Blended Families

    Leaving a Legacy

    Building first generation wealth

    Protecting your wealth

    Financial planning for special needs

    Managing financial stress in volatile times

    Market volatility and what it means for you

    An economist’s take on what’s happening today

    The perils of eschewing estate planning

    Cash is trash. Or is it king?

    Are your taxes going up?