Facing tough choices about a parent’s home and Medicaid? Discover the pros and cons of selling vs. keeping the property.

Revocable vs. Irrevocable Trusts
This guide explores the ideal scenarios, pros and cons for revocable and irrevocable trusts.

Breaking the Cycle: Are Your Habits Holding You Back?
With 32% of Americans indulging in alcohol, gambling or substances weekly and 11% going into debt for them, it’s time to assess whether your spending aligns with your financial goals.

Man vs. Machine: Margin Account Basics: What Every Investor Should Know
This guide covers the mechanics of margin trading, including how interest rates affect your returns and what happens during a margin call. Learn if margin trading is right for your investment strategy.

The Snowbird’s Guide to Estate Planning: Protecting Your Legacy Across State Lines
Snowbirds need a comprehensive estate plan that addresses their unique circumstances. This checklist covers key considerations including domicile, taxes and ensuring health care wishes are respected.

Black History Month Roundtable: Financial Equity & Racial Equity
Financial experts Lee Baker, Lazetta Rainey Braxton and Dr. Preston Cherry join Robert Powell in this roundtable discussion.

Lost Your Job? Health Insurance Options
Here’s what you need to know about your health care coverage options if you’ve recently lost your job or anticipate losing your job.

Incentivized Early Retirement Programs: Retain Knowledge & Ensure Smooth Transitions
Incentivized early retirement programs offer opportunities to foster mentorship and ensure a seamless transfer of institutional knowledge.

Navigating the Great Wealth Transfer: A Family Guide to Generational Planning
Create a lasting legacy that goes beyond finances. This article explores strategies for transferring both wealth and values to future generations.

Private Credit Realities: Beyond High Returns & Low Volatility
Go beyond the sales pitch and examine the true risks of private credit. Learn how to evaluate loan structures, interest rates, and the borrower’s financial health.

