January is Financial Wellness Month, a time to check-in with your financial strategy.

As you've probably heard already, the Federal Reserve has announced that they will be raising interest rates to combat the recent surge of inflation. Check out what Liz Ann Sonders has to say on the matter.

Often, people wonder whether or not the Will they signed many years ago is still valid or if they need a new one. Review the following checklist to see how changes in your life may call for an updated estate plan:

When someone asks you to be their financial Power of Attorney, you should feel complimented. It means that person believes you, the now appointed “attorney-in-fact,” are trustworthy and fair and that you possess good judgment. However, after accepting the compliment, you will realize you have been given a big job without an “operator’s manual.” Read below for seven things you need to know about your new role.