Loved Ones, Legacies and Life Insurance

You likely think of life insurance as a way to help your loved ones after you pass away – and it does. But there are other reasons to consider life ...

When Should You Ignore Conventional Retirement Advice?

It’s human nature to want to take mental shortcuts, like following the crowd to find that best-selling gadget on Amazon. We read all the reviews and...

What Savvy Investors Know About Social Security

Explore some of the ways that in-the-know retirees make the most of their benefits.

Shobe Insights: 2nd Quarter 2021

Preparing Teens For Financial Adulthood

Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income for the first tim...

Market Perspectives: 2nd Quarter 2021

Biden And His First Term Agenda

Answering Four Common Questions About Covid-19 And 529 Plans

Learn how virtual classes, gap years, K-12 expenses and refunds may impact your education savings.

Achieving A Better Life Experience

​​​​​An introduction to the ABLE Act and ABLE accounts – how they work and why they’re important.

How Does Dollar-Cost Averaging Work?

When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment, only to find...

Shobe Insights: 1st Quarter 2021

Are You And Your Partner On The Same Retirement Page?

Market Perspectives: 1st Quarter 2021

A Return To Normalcy Likely In 2021

Tax Tips For Charitable Donations

Charitable giving is a great way to support the causes you care about while also getting a tax break

“No Kids” Shouldn’t Mean “No Estate Plan”

Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.

12 Financial Resolutions For 2021

Start the new year right by reviewing and revamping your financial plan.

How To Make A Wealth-Transfer Plan

A well-designed plan protects your wishes and helps avoid conflict among your heirs.

Market Perspectives: 4th Quarter 2020

Economic Outlook: Through The Pandemic And Beyond November

Preparing For Healthcare Costs In Retirement

For many Americans, navigating the maze of health insurance options—from employer-based plans to individual policies—can be dizzying.

3 Myths About Voting And Market Volatility

When it comes to investors’ decisions about the market, the election is just one factor among many.

Shobe Insights: 3rd Quarter 2020

6 Ways to Practice Self-Care During Covid-19

Infuse your social distancing with a dose of self-care.

Market Perspectives: 3rd Quarter 2020

Economic Outlook: Certainty within Uncertainty 

How Different Types Of Investment Income Are Taxed

There are myriad deductions and credits, various tax brackets, additional payroll and Medicare surtaxes, and a slew of different categories to help us...

Will Vs. Trust: Know The Difference

Wills and trusts are common documents used in estate planning. While each can help in the distribution of assets at death, there are important differe...

Shobe Insights: 2nd Quarter 2020

Kid-Approved Summer Activities In A Post Covid-19 World

Market Perspectives: 2nd Quarter 2020

The emergence of the coronavirus as a global pandemic was a ‘Black Swan’ event outside anyone’s scope.

Shobe Insights—Special Edition

4 Tips For Navigating The Coronavirus Volatility

The Coronavirus Is Spreading—and So Are Related Scams

Quarterly Update: 2nd Quarter 2020

Keeping Cool: Investment Strategies vs Reactions

How You Can Support Local Business While Staying Safe

GROCERY SHOPPING AMID THE CORONAVIRUS

EDUCATIONAL RESOURCES FOR MARKET VOLATILITY

LONG-TERM CARE

1ST QUARTER MARKET PERSPECTIVES 2020

CYBERSECURITY

FOR COLLEGE SAVINGS, 529 PLANS ARE HARD TO BEAT

QUALIFIED CHARITABLE DISTRIBUTIONS: USING YOUR IRA TO GIVE FROM THE HEART

FINANCIAL CHECKLIST

HOW TO QUARTERBACK A FAMILY HUDDLE

TRIM YOUR FUTURE TAX BILL BY THINKING AHEAD

DON’T LET THIEVES RUIN YOUR HOLIDAY SEASON

LIFETIME (NONCHARITABLE) GIFTING

4 WAYS TO CREATE A MEANINGFUL FAMILY LEGACY

BALANCING 401(K) AND HSA CONTRIBUTIONS

6 ACTIONS THAT CAN BUILD AN ENDURING PHILANTHROPIC LEGACY

SHAPE YOUR FUTURE – GOALS TO GET YOU STARTED

YEAR-END TAX PLANNING

7 WAYS TO BOOST YOUR SAVINGS

HOW GRANDPARENTS CAN TEACH FINANCIAL LESSONS

GIVING WISELY TO MAXIMIZE YOUR CHARITABLE IMPACT

FOCUSING ON FINANCIAL PROGRESS

3RD QUARTER MARKET PERSPECTIVES 2019

ONLINE SHOPPING MUSTS

FINANCIAL ADVICE FOR RECENT COLLEGE GRADUATES

ARE YOU AND YOUR PARTNER ON THE SAME RETIREMENT PAGE?

A CIRCLE OF CARE

CHARITABLE GIVING AFTER TAX REFORM