Student loan refinance rates have held steady throughout the first part of 2026 as the Fed has held interest rates steady. As of May 28,...

Key Points The Urban Institute reported in March that the share of delinquent student loan borrowers also holding a mortgage nearly...

In modern financial planning, there is an increased emphasis on engaging both partners in a client couple; reasons for this range from...

Here’s something I’ve noticed: the loudest voices arguing against life insurance after financial independence almost always...

Certificates of deposit (CDs) remain one of the most reliable short-term savings tools, especially for those seeking guaranteed returns. As...

Sen. Elizabeth Warren is asking the Government Accountability Office to investigate whether the Trump administration’s staffing cuts at...

The typical estate planning process entails inviting clients to decide what will happen to their wealth when they are no longer alive...

Key Points SAT prep costs range from free self-study tools to $200-per-hour tutoring. The best option depends on your budget, learning...

Are you looking for the best side hustles for couples? I have done many side hustles over the years with my husband, and I know many other...

Welcome everyone! Welcome to the 491st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Patrick...