Discover how donor-advised funds offer a flexible, tax-smart way to simplify and amplify your charitable giving—without the hassle of a private foundation.
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios.
Bitcoin and related cryptocurrencies are the subject of much debate and fascination. Given bitcoin’s dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio.
Explore how AI is reshaping financial planning—from smarter budgeting and retirement strategies to improved fraud prevention—while considering its potential drawbacks.
Are you maxing out your retirement contributions? Learn about the 2025 limits for IRAs, 401(k)s, SIMPLE IRAs, and more—including the new super catch-up for ages 60-63.
Save on health insurance in retirement by using pre-tax dollars from your 457(b) plan. Watch this video to learn how public safety workers can take advantage of this valuable benefit.
How is investing like college football? Both are unpredictable, and picking a single winner is risky. Diversification helps manage risk and improve long-term success.
Your goals are your North Star, and we’re here to help you navigate toward them. Need a fresh perspective? We’re ready to guide you or someone you care about.
Discover how short-term political events influence markets and why long-term trends highlight the steady growth of capital markets, no matter who’s in office.
Wondering if the Nationwide ProAccount is worth it for FRS Special Risk participants? Watch this video to explore its pros, cons, and a lower-cost alternative for smarter retirement planning.
Does pursuing investment premiums increase risk? Learn how diversified equity portfolios emphasizing small cap, value, and high-profitability stocks compare to market volatility and returns.
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