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Financial Wisdom Newsletter

Read our quarterly newsletter for the latest on the market as well as everyday tips on investing and saving for retirement to make smarter financial decisions. 

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Financial Checklist

The beginning of the year is a good time to make sure you are on your way to meeting your financial goals. Take these smart financial steps in early 2026 to continue on the path to a more secure financial future: Review how much you saved and invested in 2025. Did you make progress toward…

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A Tax-Smart Checklist—No Matter Your Age

With everything going on in our lives, everyone can always use a helpful checklist to make sure they remember to keep things moving, accomplish what they plan to accomplish, and not put important decisions on the back burner. This is especially true when it comes to being tax-smart about your investments. It’s probably the last…

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Are You Self-Employed? What to Know About Tax Time

These days, a growing number of workers do not have traditional full-time salaried positions. In fact, there were 58 million freelancers in the U.S. in 2021.1 If you’ve made or are making a transition to self-employment, in essence, you have become your own Human Resources and Payroll Department. Those notes on your old paystubs that…

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