Jamie Hopkins

Housing wealth is a huge part of the American retirement picture. However, many people don't unlock the cash flow benefits of tapping into home equity in retirement.

Americans consider their digital assets as very valuable but few are caring for these assets in their digital estate planning.

New Survey Shows Americans Don’t Know Which Digital Assets They Own

Retirement Planning In 2025: What’s On People’s Minds

Do you really want advice? In life? In financial matters? Let's explore what we are seeking from others when we ask for advice.

As Bitcoin prices surge and the number of online accounts for each American continues to grow, digital asset planning is becoming increasingly important.

For many Americans, their home will represent not only their largest asset in retirement but also their largest expense.

In today’s shifting landscape, finances are front and center in many American households. New research shows the shifting dynamics surrounding money and women.

When we focus on the why behind our goals, we are more likely to accomplish them. Shift your focus in 2024 from goals to the big picture and your why behind the goals.

As 55% of Americans say they don’t have enough saved for retirement, this bipartisan legislation primarily seeks to make it easier to contribute to retirement plans and use those funds appropriately for their needs in retirement.