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Insights & Guidance

Expert insights on financial planning, investing, tax strategy, and retirement decisions, to help you make informed, confident choices in changing markets.
Couple in their mid-fifties meeting with their financial advisors

Do I Need More Than One Advisor?

Estate Planning Financial Plan Insurance Investment Taxes

Discover the 5 types of advisors wealthy Americans rely on and learn how.... Read more
Three panels showing a safari, a island resort, and cruise ship

How to Plan a $25,000 Dream Vacation

Financial Plan Life Coaching Retirement Spending Travel

If you had a $25,000 budget to spend on a trip, where would.... Read more
Mom standing in the doorway to her son's room while he plays video games

Grandpa Moneybags: When Kids Feel Entitled

Family Finances Life Coaching

Teaching teens financial responsibility means letting them experience real consequences. When one mom.... Read more
Q1 2026 Hurlow Investment Management Report

Quarterly Investment Report Q1 2026

Investment

A review of the 1st quarter 2026 global market returns.... Read more
Elderly woman in a wheelchair smiling with a caretaker

You Are Not A Burden: Plan for Long Term Care

Elder Care Insurance

Learn how to plan for long-term care with LTC insurance, hybrid policies, self-insuring,.... Read more
401(k) statement with a pink piggy bank

Missing Your 401(k) Match? Check Your Statement Today

Investment Retirement

Don't leave free money on the table! Learn the most common matching formulas,.... Read more
Couple sitting on a couch meeting with their financial planner

How Do I Take Distributions in Retirement

Retirement

If you're among the millions preparing to leave the workforce, you've likely spent.... Read more
Elderly woman with her daughter sitting outside

When Should Adult Children Step In And Help Their Parents?

Elder Care Financial Plan Retirement

When Betty drove through a flower shop window at 79, her children knew.... Read more
Picture of a desk with stacks of paper files new plants growing out of coins

Spring Clean Your Finances

Estate Planning Financial Plan Spending

Spring is the perfect time for financial cleaning. Discover a practical checklist to.... Read more
Beach scene with a sign that says retirement

How to Lower Medicare Premiums in Retirement

Financial Plan Retirement Social Security

Retiring soon? You could be overpaying thousands on your Medicare premiums without even.... Read more
A boy smiles at his father as they fish at a body of water.

Why the Midwest Is America’s Best-Kept Wealth-Building Secret

Family Finances Financial Plan

Once considered flyover states, millionaires now seek to relocate to the Midwest for.... Read more
An open bank vault with a large pile of $100 bills pouring out.

How Well Do You Manage Wealth? Take the Millionaire Decision Quiz

Estate Planning Family Finances Financial Plan Inheritance Investment

As a millionaire, your financial decisions carry greater complexity and consequence than those.... Read more