Insights

In recent months, artificial intelligence (AI) has swept the digital landscape, lauded for its ability to streamline work and task automation, and data analysis. Despite the depiction of AI in films like “I, Robot” and “Deus Ex Machina,” it can provide a multitude of benefits inside and out …

Once you turn 50, milestones for all things retirement start looming over our heads: Medicare, IRAs, ROTHs, 401(k)s or 403(b)s, and Social Security.

Retirement is a time that is often hailed as the “Golden Years” – a phase of life where we have more time to cultivate old and new relationships, explore interests, travel, and do whatever our hearts desire! However, it can also be hard to socialize and make new friends in retirement, as we …

The average life expectancy has increased by more than six years since 2000. That means, according to the World Health Organization, that men and women are – on average – living to reach the age of 73 years old.

Did you know that 40% of workers today plan to move to a different city or region after they retire? This underscores a trend of retirees eager to explore new horizons, trade familiar environments for fresh ones, and even redefine what their retirement living might look like.

Mortgage rates have been rising steeply since 2021 and are now commonly found in the neighborhood of 7%. This is significant as you might remember rates in 2021 were often below 3%. The run-up has cooled the housing market considerably.

Making financial decisions can often be more challenging than it appears. A variety of subtle influences can cloud our judgment. Among these, behavioral biases like anchoring, loss aversion, and herd behavior have been found to shape our choices significantly. In this article, we’ll explore …

We recently passed the 40th anniversary of frequent flyer programs as we know them. These programs started really simply, but forever changed the way we travel. Essentially, the more you flew, the more points you earned, the more free flights you received.

Whether your retirement date is fast approaching or you still have a few years to go, it’s important to take steps to boost your nest egg so you’re better prepared to meet your goals. Consider the following five strategies for maximizing your savings potential.

These financial tools automatically rebalance as you near retirement A target date fund is an investment instrument designed to become more conservative as it approaches a predetermined future date. For investors looking to simplify their retirement strategies, target date funds can be appe …