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ESG Investing in the Spotlight

This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates

This article discusses why the values of U.S. commercial property and homes have performed differently and how lingering weakness in the real estate sector could affect the economy.
HOT TOPIC: Real Estate Commission Changes Around the Corner

The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.
Do You Know Your Medicare Coverage Options?

There are two ways to obtain Medicare coverage: Original Medicare and Medicare Advantage. Here’s how they work.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Disability Income Insurance

How much Disability Income Insurance do you need?
Long-Term Care Self Insurance

Will you be able to afford nursing home care?