Receiving an inheritance can be a strange thing. While you are still in mourning, you realize that someone close to you has entrusted you with their money or assets. And these are now your responsibility. Many people feel a complex mix of emotions—grateful, heartbroken, and overwhelmed all at once. Fortunately, working with a wealth planner can help you navigate this responsibility.

Social distancing doesn’t have to mean social isolation. Discover practical ways to stay connected, boost mental health, and find purpose during the COVID-19 pandemic.

Discover how healthy habits can boost your financial well-being. Learn how smart eating, regular exercise, and good health can lower insurance costs, reduce medical expenses, and maximize your HSA benefits.

Many plan to retire after 65—but life often has other plans. Discover the top reasons people retire earlier than expected and why having a backup retirement strategy is essential.