How do you make investment choices? Are your decisions based on rational analysis or are they driven by emotion?

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Social Security has been a fact of retirement life since 1935, but many Americans don’t know much about it. For example, deciding when and how to take Social Security can make a huge difference in the total benefit you receive over the course of your retirement.

Markets can sometimes wobble on the heels of economic or geopolitical upheaval. When deciding how you’ll respond, remember the big picture.

A Detailed Needs Analysis (DNA) can identify ways to provide for your loved ones, even after you’re gone.

Some may postpone creating a will until they approach retirement or have considerable net worth. But there is good reason to keep an up-to-date will on file — no matter where you are in life.