Nick Dragan, CFP, Wealth Strategist, Planify Group

06/16/2026

Managing finances for a loved one can feel overwhelming. These easy-to-understand guides offer helpful information and support for those handling money and financial decisions on someone else’s behalf.

Millions of Americans manage money or property for a loved one who’s unable to pay bills or make financial decisions. To help financial caregivers, we’ve released easy-to-understand guides.

06/11/2026

Before deciding to borrow from your 401(k) to cover debt or a major expense, learn the potential advantages, risks and long-term impact that borrowing from retirement savings could have on your financial future.

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

06/09/2026

Looking for ways to generate income from your investments? This article breaks down the basics of dividend-paying stocks, how dividends work, key ratios to understand and important risks to consider before investing.

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends.

06/04/2026

Retirement means something different for everyone — whether it’s traveling, spending more time with family, starting a business or giving back. Whatever your vision, consider these 9 facts about retirement that might surprise you.

Regardless of how you approach retirement, there are some things about it that might surprise you.

06/02/2026

June is National Homeownership Month. If you’re buying a home, especially an older one, understanding home warranties can be an important part of protecting your investment. Explore what home warranties typically cover, their limitations and what to consider before purchasing one.

Understanding the value of a home warranty.

05/28/2026

You’ve saved diligently in a 529 plan to support your child’s or grandchild’s education, but what if college isn’t the path they choose? Explore how a 529 plan can still provide valuable options and flexibility to support their future, no matter the route they take.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

05/25/2026

05/21/2026

Cyberthreats aren’t just a concern for large corporations; small businesses are increasingly at risk. Learn how cyber liability insurance can help protect your business from the financial impact of a data breach.

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

05/19/2026

Life can throw unexpected expenses at you anytime, from car trouble to home repairs. Find out how to build an emergency fund – and how much you should save – to help with unforeseen costs.

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

05/14/2026

Military families face distinct financial challenges, from frequent relocations to deployment. These practical tips are tailored to help them navigate the financial demands of military life.

Military families face unique challenges, making personal finance even more critical.