Newsletter

More and more people are working in the gig economy today. Some drive cars, deliver food, design websites, or write content on freelance platforms. In the U.S. alone, millions of workers now earn at least part of their income through gigs, and the number keeps...

Deciding whether to rent or buy often feels like choosing between freedom and investment. There’s no single right answer — just trade-offs. Start by thinking about the money you’ll pay now, the costs you’ll face every month, and how long you plan to stay in one place....

Fintech is no longer a buzzword. It is becoming part of everyday life, whether you are paying bills, sending money, or investing for the first time. In 2025, a few key trends are set to shape the way we use financial tools.   1. Smarter Services with AI...

When people think about growing wealth, they often imagine chasing the next big stock or investment. But the truth is, protecting what you already have is just as important. This is where risk management comes in — it’s about making smart choices so one bad move...

Managing money often comes down to a big question: Should I pay off debt first or start saving? The truth is, both are important, but the order matters.   Step 1: Build a Small Emergency Fund Before focusing on debt, set aside some money for emergencies. Experts...

If you are planning a trip outside the United States, it’s important to know how Medicare works when you are overseas. Many people are surprised to learn that Original Medicare (Parts A & B) does not usually cover health care abroad. There are only a few...

Life keeps moving, and your life insurance needs to keep up. Here are five big life events when you should check your policy to make sure it still fits your needs:   1. You Get Married or Divorced Getting married usually means that another person may rely on your...

When you’re buying life insurance, you have two main choices: buy it online or through an agent (offline). Both can protect your family, but they work differently. Here’s what you need to know:   1. Price Differences Many people think online life insurance is...

Leadership success isn't just about making smart business decisions. It also involves making smart money decisions. High-performing executives often follow certain financial habits that help them grow and protect their wealth. Here are five habits they follow:  ...

Success isn’t just about making money. It’s also about feeling good, staying healthy, and living a balanced life. That’s why more people are combining wealth management and wellness management to reach their full potential, both personally and professionally.  ...

As a senior on Medicare, managing your healthcare costs is important—but so is saving money on taxes. The good news? With a little planning, you can do both. In this blog, we’ll look at some smart tax strategies that can help you reduce your tax bill while getting the...

Upgrading to a premium individual health and wealth plan can feel like a big decision, but the benefits often far outweigh the extra cost. Whether you’re a young professional just starting out or someone looking to fine-tune your safety net, here are the top seven...