Topic: Financial Planning
Articles that give you the latest insights into financial planning, including news, tips and other information intended to help you plan your finances.
Rising Oil Prices and Your Portfolio
April 9, 2026School of Financial Wellness
Rising oil prices can impact your stocks, bonds, and cash holdings as well as the overall economic outlook.
Succession Planning for Family Businesses
March 26, 2026School of Financial Wellness
An effective succession plan uses advance preparation to maximize your personal wealth while supporting business continuity.
What Should You Do with Unused Funds in an Educational Account?
March 5, 2026School of Financial Wellness
If you have unused funds in a 529 plan or Coverdell ESA for your child, you can transfer, rollover, or withdraw the money.
4 Ways to Reduce Your 2025 Taxes Before the Deadline
February 19, 2026School of Financial Wellness
Consider these four last-minute strategies to reduce your 2025 income tax burden before the April 15th filing deadline.
Comparing SSI, SSDI, and Social Security Retirement Benefits
January 27, 2026School of Social Security & Medicare
The Social Security program offers three main types of benefits, each with their own qualification criteria and maximum payments.
Key Financial Data 2026
January 8, 2026School of Financial Wellness
Download our 2026 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.
Managing a Financial Windfall: Bonus, Settlement, Inheritance, or Lottery Winnings
December 23, 2025School of Saving and Investing
A financial windfall, from a bonus, settlement, inheritance, or even winning lottery ticket, requires a unique approach.
IRA Contribution Limits in 2026
December 11, 2025School of Saving and Investing
The maximum contribution to a Traditional or Roth IRA will rise in 2026 along with limits for employer SIMPLE and SEP IRAs.
Medicare Premiums and Coinsurance in 2026
November 20, 2025School of Social Security & Medicare
The CMS recently announced Medicare premiums, deductibles, and coinsurance for 2026, along with Part B and D IRMAA amounts.