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Blog

On Our Minds

Image of a tree with leaves representing life events during which one's estate plan should be revisited.
Chart of the Day

Chart of the Day: Life Changes

December 16, 2025

Today’s Chart of the Day is from Wealth.com and shows the various reasons why you should revisit (or obtain one if you don’t) your Estate Plan, which...

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Line graph illustrating the average increase in life expectancy, from 1900 to 2023.
Chart of the Day

Chart of the Day: Life is Longer

December 11, 2025

Today’s Chart of the Day is from Our World in Data showing that the global average life expectancy went from 32 years in 1900 to 73 years as of 2023.

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concerned professional middle-aged man looking at his credit card, holding a phone.
Security and Fraud Prevention

Stay Safe This Season: 15 Holiday Scams to Avoid

December 10, 2025

The holiday season is a time for celebration, generosity, and connecting with loved ones. Unfortunately, it’s also a time when scammers ramp up their...

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