Cryptocurrency has garnered significant attention in recent years, becoming a hot topic of discussion in both financial circles and politics. But what exactly is it? And how does it work? Learn more about this digital currency and why it matters in today's financial landscape.

Generally-speaking, any asset with a directly named beneficiary is excluded from the probate process, such as 401(k)s, IRAs, life insurance policies, investment accounts with a transfer-on-death (TOD) registration, and bank accounts with a payable-on-death (POD) registration. In the event one of these account-types fails to name a beneficiary, that account would be transferred through the probate process. There are also key advantages to using a trust to avoid probate. Learn more.

More and more women are becoming proactive when it comes to their financial futures, whether they find themselves suddenly without “a ring on it” or simply choose to maintain their independent lifestyle. Whatever the case, financial planning for a single woman differs from couples in a variety of ways due to income dynamics, financial responsibilities, and life goals. It’s important for single women to be aware and to understand these factors that affect their financial plan and future retirement. Learn more.

This was an emotionally charged election season, wasn’t it? Whether you are elated or depressed with the election results, now is an especially important time to make sure you are making investment decisions based on facts rather than emotions.

U.S. presidential elections can cause ripples, and even waves, in the stock market. Like any other event that produces market volatility, changing your investment strategy in response to the political news of the day or the market’s short- term ups and downs have shown to do more harm then good. Here’s a look at how elections impact the market and how
to stay invested for the long-term in spite of short-term volatility.

Being an empty nester can be an emotional rollercoaster. Early on, I found myself still wanting to support my kids both emotionally and financially. That’s our calling, right? But now, a few years removed from my youngest child going off on his own after grad school, I’m proud to say I’ve struck the right balance between supporting my kids in any way they need and sitting back to let them figure it out.

We all know parenting presents so many challenges and joys along the way. I have always appreciated that journey — watching them develop into the individuals they have become. I always thought becoming an empty nester would mean I would have a lesser role in their lives, but that’s not really the case. It’s just a different role. Learn more

Studies show clients want their financial advisors to dig deeper into their altruistic motivations and values to help them with their goals for leaving a lasting legacy. Indiana University identified several questions that help donors discover for themselves what they want to articulate to advisors. “The Philanthropic Autobiography” is an adaptable tool used by philanthropy professionals. It helps donors reflect on who they are and think closely about their involvement in giving.