What do you do when faced with a complex financial challenge?
Do you seek an immediate solution, or do you take the time to fully understand the issue before acting?
The way you approach financial decisions often depends on your perception of time - specifically, how much time you believe you have to...
What will happen to your business when it’s time for you to take a step back?
That can be a tough question that many business owners eventually have to face.
Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do...
What financial habits have helped you most in life?
Which ones have held you back?
No matter how you answer those questions, your money habits have a lot to do with how you grew up.1
They also can be shaped by when you grew up.
That’s because each generation can have a distinct perspective and different...
Is your retirement savings on track?
If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common.1, 2
Many people today believe they’ll need at least $1.5 million saved to retire comfortably.3 But is that number right for you? The real...
When are you going to retire?
How did you make that decision?
Many of us look at finances and health when we’re deciding when to retire.
Whether or not we realize it, we’re also considering our emotions and what we imagine for the future — we compare how we feel in our current circumstances to how we...
What money topics are the most taboo to talk about?
Earnings, debt, inheritance, or net worth?
For most of us, many financial topics are simply off-limits.1
That means that many of us are not discussing money as much as we probably should be.1
Without those talks, myths about money and financial...
What’s the first thing you think of when it comes to money?
Are your thoughts more positive or negative?
Whatever’s natural to you can speak to your money mindset.1
And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about...
4 Pervasive Myths About Inflation
Inflation can feel inescapable these days.
For most of us, it also feels like inflation is higher and more persistent than it actually is.1
That could be because we’re seeing higher prices practically everywhere.1
Despite our experience, though, that...
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It’s not their fault – these myths are so commonly believed that many...
First, let’s start by uncovering the most common mistake in estate planning…
Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this...
How many years will your retirement last?
What are the chances you’ll live past 90?
Most of us answer those questions wrong because we don’t have strong longevity literacy.1
That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy.
Let’s explore how...
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1
There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023.2
And whether or not you’ve seen these cons in action, they...
