Reading List

“Insurance is a risk management tool — you should look at all the risks you face and identify what you’re willing to shoulder yourself versus what you want to offload to an insurance company,” said Katherine Sojo, a wealth manager at Evensky & Katz/Foldes Wealth Management in Miami.

CFP Taylor Gang explains why fine wine’s low market correlation, stability, and scarcity make it a unique alternative to stocks and bonds.

President Donald Trump’s One Big Beautiful Bill Act (OBBBA) is his administration’s signature legislation during his second term and includes tax cuts, health insurance cuts, green energy cuts, Medicaid cuts and more. It also contains new retirement account provisions that could affect how Americans plan for their golden years.

HENRY stands for “High Earner, Not Rich Yet.” You may be a HENRY if you have a six-figure income, but high living costs are keeping you from building wealth.

Americans who fall short of the minimal quality of life costs may sink into debt or have to forego important financial planning steps, such as saving for college or investing for retirement, to afford modest discretionary expenses such as a gym membership or an occasional vacation.