Whitfield Investments

10/29/2026

Annuities are designed as financial vehicles for retirement purposes, and they can be used in creative ways. Explore how a split annuity strategy can provide retirement income while working toward restoring principal over a defined period.

Here's one strategy that combines two different annuities to generate income and rebuild principal.

10/27/2026

Protecting your investment accounts starts with a few simple security habits. Learn practical ways to help safeguard your personal financial information from cybercriminals.

In accordance with the President’s Executive Order on Combating Cybercrime, Fraud, and Predatory Schemes Against American Citizens dated March 6, 2026, the SEC’s Office of Investor Education and Assistance (“OIEA”) is issuing this Updated Investor Bulletin to help individual investors protec...

10/22/2026

A legacy is about more than what you leave behind — it’s also the values, experiences and impact you share along the way. Discover 4 steps to define, develop and live your legacy.

A four-step framework for building a personal legacy.

10/20/2026

Estate Planning Awareness Week is here … when was the last time you reviewed your estate strategy? Life changes and tax law updates can be good reasons to revisit your plan. Learn when it may be time to review your estate strategy.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

10/15/2026

Inflation seems to be in headlines more often than it isn’t these days, but sometimes the articles tell different stories, depending on which inflation index is used. Learn what the different inflation rates mean when it comes to your own finances.

Different inflation indexes may tell different stories. Here's what that could mean for you.

10/13/2026

For Gen X, getting closer to retirement brings some important financial decisions. Review these 6 financial mistakes to avoid as you plan for the years ahead.

Overly conservative investing, tax blind spots and delayed planning can undermine savings

10/08/2026

As we observe Long-Term Care Planning Month, it’s a great time to consider what to look for in an extended-care policy. Here are 8 questions to help you better understand the costs and benefits of coverage.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

10/06/2026

While Social Security Disability Insurance can help if you’re unable to work due to illness or injury, it only replaces a portion of your income. Learn how disability insurance could help provide addition financial protection.

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

10/01/2026

October is Financial Planning Month. How does living longer change the way we should think about financial planning? Stanford Center on Longevity explores this question in a thought-provoking look at the future of financial planning.

Longer lifespans are fundamentally reshaping how people live, work and plan, exposing a growing mismatch between extended life courses and institutions designed for shorter lives. At the Stanford Center on Longevity’s convening, leaders across sectors explored how financial advice must evolve from...

09/29/2026

Mutual funds or ETFs — which may be the better fit for your portfolio? Both can offer diversification and access to a wide range of investments, but they differ in areas such as trading, fees, transparency, taxes and investment strategies. Compare the key differences.