Gen Z does not need a large retirement balance to get ahead financially. Instead, starting early, saving consistently, and allowing decades for investments to compound can make even modest contributions meaningful over time. That’s the topic of a recent Yahoo Finance article titled, “Gen Z: How Much Retirement Savings Puts You Ahead of Your Peers,”...Read More

A health crisis, cognitive decline, or other major life event can suddenly place an adult child in charge of a parent’s financial affairs. In a recent InsuranceNewsNet article, “What to do when adult children become the client,” journalist Anna Baluch explores how financial advisors can help families navigate this transition while continuing to protect the...Read More

A decade ago, boomers measured retirement comfort by a few reliable markers: a paid-off home, a pension, and a solid savings balance. Today, that formula tells only part of the story. In a recent YahooFinance article, journalist Kerra Bolton explains how longer retirements, shifting debt patterns, and the decline of employer pensions mean that a...Read More

In the Wall Street Journal Buy Side article “What Is Liquid Net Worth?” journalist Erin Gobler explains how liquid net worth differs from total net worth and why both figures matter. While total net worth includes assets such as real estate and retirement accounts, liquid net worth focuses on cash and other assets that can...Read More

Gold has long been viewed as a potential way to add diversification to an investment portfolio, but for someone new to investing in precious metals, deciding how much gold to own can be challenging. In a recent Business Insider article, “How much gold does a beginner actually need? An expert weighs in,” journalist Kit Pulliam...Read More

A recent AOL article by Stephanie Mickelson, “I Asked a Financial Advisor How I Can Dodge Tariffs and Save My Budget,” explores how consumers can navigate the effects of tariffs, inflation, and other economic pressures that continue to push prices higher. The article looks at practical ways consumers may be able to make their budgets...Read More

A recent MarketWatch article by Alisa Wolfson, “‘Why wouldn’t I?’ An ultra-low-fee adviser at a large firm promised me a balanced portfolio with market-beating returns. Why go anywhere else?” explores a question many investors ask when comparing financial advisors: If a large investment firm offers low-cost portfolio management, why choose to work with an independent...Read More

When people receive an unexpected financial windfall, one of the first questions they ask is, “What’s the smartest thing to do with it?” In a recent MoneyLion article, “I Asked 4 Financial Advisors What They’d Do With a $50K Windfall,” journalist Gabrielle Olya explores that question by asking several financial advisors how they would personally...Read More

Some of the earliest financial lessons we learn come from our parents. Advice like “pay off your mortgage as quickly as possible,” “avoid debt,” and “buy income-producing investments” has shaped generations of investors. While many of these principles were sound when they were first passed down, today’s financial landscape is very different than the one...Read More