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Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.¹

There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023.²

And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago.²

They’re becoming more personalized and harder to detect from real opportunities.¹

Markets have been very volatile lately. What’s going on? Let’s take a quick look at the factors that are influencing markets right now.

How much do you need to retire wealthy?

Believe it or not, there’s no set number for anyone.

Lifestyle and the quality of your retirement plan are certainly two big factors.

But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive.

So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.

Will I Retire Wealthy? These 5 Signs Point to YES

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year.

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available.¹

That sounds simple.

Yet it doesn’t happen as much as it should in the real world.^{1, 2}

That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it.²

Instead, we could be letting some tricky biases get in our way.²

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a lot of us, causing more election stress than ever before.¹

It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense.

Here’s a handful of key factors to keep in mind when you’re investing in an election year.

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an election year.

What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that their money mistakes have turned into bad financial habits.

What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?