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Have You Checked Your Social Security Statement Lately?

The Social Security Administration (SSA) provides personalized Social Security Statements to help Americans age 18 and older better understand the benefits that Social Security offers. Your Statement contains a detailed record of your earnings and estimates of...
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ETFs Are Closing the Gap with Mutual Funds

Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds. At the end of 2024, over $10 trillion was invested in more than 3,600 ETFs. This was equivalent to 36% of the...
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Debt After Death: What Happens to Debt When Someone Dies?

Losing a loved one is never easy. In addition to the emotional challenges you may face, you might also be worried about what will happen to their debts once they are gone. Generally, with limited exceptions, when a loved one dies you will not be liable for their...
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Cost of Living Varies Widely Across the U.S.

Residents of Manhattan, NY, live in the nation’s most expensive urban neighborhoods, paying more than twice the national average to maintain a “professional/managerial” standard of living. By contrast, individuals who live in Decatur, IL, can stretch...
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Breaking Down the Numbers: The Soaring U.S. National Debt

The U.S. national debt is the total amount of money owed by the federal government. As of January 2025, it stands at $36.16 trillion.1 The difference between deficit and debt When the federal government spends more money than it collects in taxes in any given fiscal...
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Tariffs: How They Work and Potential Economic Effects

On February 1, 2025, President Trump authorized an additional 25% tariff on all goods entering the United States from Canada and Mexico (except for a lower 10% tariff on energy resources from Canada) and an additional 10% tariff on all goods from China. Nine days...
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