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A new year means new Wall Street predictions, but the picture painted now might NOT be the same down the road ⚠️ Understand why short-term forecasts often fall short in our latest Market Insights article: ow.ly/Mjk350UEhLb #FromHereForward

Sometimes the best financial step is *not* doing something. Our planners share what Americans should stop doing this year—like stressing over minor purchases or the pressure to buy a home. Learn more on Newsweek: ow.ly/vNAj50UNWy5 #FromHereForward

Is your 401k going to be enough? How much should you be saving beyond your 401k? In the latest “Ask the Planners” episode, our planners tell you what you need to know about the future of retirement. ▶️ Watch on our YouTube channel: ow.ly/hT4M50UOMX9 #FromHereForward

📆 As January ends, are you making the most of your money in 2025? Our planners Andy Smith and Kelli Smith each share the one thing you need to do this year. Learn more on Newsweek: ow.ly/zY9b50UPSZA #FromHereForward

The investing landscape is always evolving, but are you prepared for when it shifts? 👀 Dive into the recent rise in use of private equity and debt funds – and how they could impact your portfolio – with insights from CIO Neil Gilfedder: ow.ly/XIyF50UWNN3 #FromHereForward

To pay or not to pay? That's the question The Wall Street Journal tackles in considering various tax-smart planning strategies. Our Head of Tax offers insights to help you avoid unexpected tax surprises and minimize your lifetime tax burden. 🔍 Learn more: ow.ly/aLEI50V4v07 #FromHereForward

The biggest buzzword recently? Inflation. But how does it 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 impact you? In our latest “Ask the Planners” video, our planners give insights into creating the most “inflation-proof” investment strategy possible. ▶️ Watch: ow.ly/ke6l50V5Btk #FromHereForward

The peer-nominated “Woman of Distinction” award, given twice a year by our Women in Leadership ERG, honors female colleagues who exemplify dedication, advocacy and innovation. ✨ Congratulations to Denitsa Balunis, Kiana Donahue, Tracy Hopkins and Yulinda Ma! #FromHereForward

✨ Gold's recent rally has caught everyone's attention, but is it truly a safe bet? Our CIO Neil Gilfedder explains why caution is key and how gold's allure might be more glitter than substance. Read more in our latest Market Insights: ow.ly/HHLs50Vc9L6 #FromHereForward

Think you're missing out on tax-smart saving strategies? You're not alone! Our latest research reveals the knowledge and confidence gaps many Americans feel when looking at taxes as part of their long-term financial strategy. Learn more: ow.ly/4ucr50VhmIq #FromHereForward

No one wants tough money conversations to dominate their marriage—but avoiding the hard stuff can lead to long-term issues. In the newest “Ask the Planners” video, we dive into the murky waters of money in marriage. ▶️ Watch on YouTube: ow.ly/sXol50ViihV #FromHereForward

Even financial experts feel market anxiety! Edelman Financial Engines’ Katie Klingensmith shares why she didn't sell during the recent 10% market correction—and how markets recovered a third of losses the very next week. History shows that patience pays off.

Magnificent 7 mega-cap tech stocks: -20% in 2025 after +25% in 2024. Diversified S&P 500: Just -5% at worst in 2025. Edelman Financial Engines’ Katie Klingensmith explains why diversification remains vital for managing US equity market volatility.

So far, 2025 has excelled in one thing: uncertainty. So how should you react to the volatility that comes with it? CIO Neil Gilfedder explains how the “right” diversification can help protect your portfolio in today’s market volatility: ow.ly/2MlH50VuWZ8 #FromHereForward

2025 has been all about market turbulence but reacting emotionally could send your portfolio into a tailspin ✈️ This week, our CIO Neil Gilfedder is giving you the facts and charts to help you stay grounded during uncertainty: ow.ly/koGh50VCVvK #FromHereForward

Remember, retirement isn’t a vacation—it's a budget. Thel rule of thumb is retirees spend about 80% of their current income in retirement. Here’s what you should know: ow.ly/vXbe50W18O4

U.S. Treasuries are still safe—but rising deficits mean investors are starting to flinch. No crisis yet, but the cost of borrowing is rising and the world is paying attention. Learn more here: ow.ly/URTC50W4RUm

Our Chief Investment Strategist, Katie Klingensmith, joined Jean Chatzky on the HerMoney podcast to talk about exactly what’s happening in today’s economy — and how we can all prepare our finances for whatever comes next.

Dreaming of a retirement with a hammock, a good book, and a financial plan you feel confident in? You’re in good company. 😌 It's National Hammock Day, what does your dream retirement look like? Let us know below! 👇 #HammockDay #RetirementPlanning

Retirement doesn't have to mean slowing down — it’s about having the freedom to do more of, well, whatever you want! What’s one great adventure you’ve taken — or dream of taking — in retirement? Drop it in the below. We’d love to hear where life (and planning) has taken you!