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What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.¹

That means that many of us are not discussing money as much as we probably should be.¹

Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial literacy.¹

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes?

It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money.

Let’s break it down.

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than it actually is.¹

That could be because we’re seeing higher prices practically everywhere.¹

Despite our experience, though, that misperception can actually harm us. It can also be bad for inflation in general.¹

Can you relate to any of the following?

• “I should have bought that stock before the company went public!”
• “What a shame — I wish I had invested in that new tech before it went mainstream!”
• What’s the next “unicorn” that will make a fortune?”

It’s common to feel this way. Many of us experience “fear of missing out” — or FOMO — in our financial lives.¹

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts.

Here’s a breakdown of 4 estate planning missteps and how to fix them:

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longevity literacy.¹

That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy.

Let’s explore how understanding longevity could create a positive impact in your retirement planning.