Latest Insights Article

Aging in Place

We plan all our lives. A house, vacation, college. However, few Americans make plans for their late-in-life years. Have you considered how and where you’ll retire? Will you remain in your home, downsize, or live in a community? This article explores the pros and cons of aging in place.

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.

Should You Carry a Mortgage into Retirement?

Should You Carry a Mortgage into Retirement?

As many of us approach retirement, one of the key financial questions homeowners face is: should you pay off your mortgage before crossing into this exciting new phase of life? There’s no easy answer. You must consider many variables, weighing both financial and psychological factors.