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Staying Entertained, Educated, and Connected While Staying at Home

As we find ourselves staying at home and maintaining social distancing, it can be challenging to maintain a routine that keeps our minds and bodies active. It can be tempting to slip into a cycle of watching reruns or overconsuming information through news outlets. These activities can both drain our energy and bring on unnecessary and avoidable anxiety. We offer you ideas for a variety of activities that will stimulate your mind and offer you different escapes during this unusual time.

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6 Steps to Setting Achievable Financial Goals

Achieving your financial goals isn't always easy. But if you don't create a plan based on your goals, you're only making it harder on yourself. Individuals with a plan in place are more likely to make positive progress toward achieving their financial goals. We examine six steps you can follow to create achievable financial goals.

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The SECURE Act: What Does it Mean for the Affluent and Their Retirement?

In December 2019, both chambers of Congress voted to pass the Setting Every Community Up for Retirement Enhancement Act. The SECURE Act, as it is commonly known, was enacted shortly after when it was signed into law by the president. The SECURE Act represents the most comprehensive piece of retirement legislation passed since 2006, and it will likely affect the way you live in, or plan for, retirement.

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The Decade in Review

It is impossible to understate how gloomily this decade began and how no one could have predicted the strength of the economy ten years later. At the start of the decade, the global economy was reeling from the Great Recession and was only beginning to put itself back together. Today, the U.S. is operating at full speed with most economic indicators above long-term averages.