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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

July 2026

A recent survey showed that only about half of workers and six in 10 retirees are confident that Social Security and Medicare will provide the same value in the future.1 That’s not surprising. For years, detailed annual reports released by... Read more

Locked Out? How to Break Into Today’s Housing Market

July 2026

For many young people today, the prospect of buying a home can seem out of reach. High prices, elevated interest rates, and limited inventory all make the current housing market a challenging one. Fortunately, homeownership can still be an attainable... Read more

What Is Value Investing?

July 2026

During the period before and after World War II, financial analyst and Columbia University professor Benjamin Graham published two books, Security Analysis (1934) and The Intelligent Investor (1949), that defined an approach to the stock market that became known as... Read more

Midyear Checkup: Can You Contribute More to Your Retirement Plan?

July 2026

With traditional pensions in decline, other work-based plans that are driven primarily by employee contributions — such as 401(k), 403(b), and 457(b) plans — are the bedrock of the U.S. retirement system. This means it’s up to you to build... Read more

Taxing Social Security Benefits: Clearing the Confusion

July 2026

On July 3, 2025, the Social Security Administration (SSA) posted a blog on its website regarding tax legislation, commonly called the One Big Beautiful Bill Act (OBBBA), which was signed into law the following day. The same message was sent... Read more

Teens Say Social Media Takes a Toll on Mental Health

July 2026

Teenagers seem to agree with their parents about one thing: too much social media scrolling isn’t good for their mental health. In a recent survey, nearly half of teens ages 13-17 said social media has a “mostly negative” effect on... Read more

HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

June 2026

Gas prices have skyrocketed due to the Iran war, reaching levels not seen since the Russian invasion of Ukraine in 2022. The national average price of a gallon of unleaded gasoline increased from $2.98 in late February 2026 to more... Read more

REITs Offer Income and Diversification

June 2026

Real estate investment trusts (REITs) can offer a consistent income stream and help provide portfolio diversification. If you own broad stock funds, it’s likely that you have some exposure to REITs, perhaps without being aware of it — about 85%... Read more

What Is Asset-Based LTCI?

June 2026

When planning for the potential cost of long-term care, you’ve probably considered long-term care insurance (LTCI). But premiums can be expensive, and if you do buy the coverage, you probably hope you never have to use it. The prospect of... Read more

What Can You Learn from Your Tax Return?

June 2026

Tax season may be behind you, but don’t stash away your tax return quite yet. It’s full of information that might help you improve your finances or make a difference in next year’s tax picture. Here are four things you... Read more

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