May 2021 Benchmark Bulletin

Motherhood by the Numbers

In honor of Mother’s Day, here are some interesting facts about motherhood.

Home-Sweet-Home Equity

Owning your home outright — or having substantial equity — can help provide financial flexibility and stability during your retirement years.

Growing Interest in Socially Responsible Investing

Recent trends suggest that many people want their investment dollars to pursue a financial return and make a positive impact on the world.

New Changes to College Financial Aid and Education Tax Benefits

The second relief bill passed in late December 2020 contained several key provisions related to higher education.