Latest Insights Article

Is it Wise to Co-Sign a Loan? What to Consider First

A child buying their first car. A grandchild just starting out. A sibling needing help. When someone you care about asks you to co-sign a loan, it’s natural to want to say yes. But before you sign on the dotted line, it’s worth pausing to understand exactly what you’re committing to—and how to protect yourself in the process.

Mea Culpa!

Mea Culpa!

Think retirement is boring? Think again. Here’s what I learned after spending one week in Florida (and how it may impact my advice going forward).

Managing Money

Managing Money

When individuals mention the person who “manages my money,” they are often referring to the person who handles their investments. But the action of managing money goes far beyond investing. Here’s what you should know.