Angela Parra McNeely

05/08/2026

Talking through retirement priorities and decisions ahead of time can reduce confusion and help loved ones feel prepared for the future.

Practical guidance for discussing retirement plans, support, and financial values with family before transitions occur.

05/06/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

05/04/2026

This Monthly Recap summarizes market performance, major events and news from April 2026. Read more here:

U.S. stocks strongly rallied in April, with investors shaking off geopolitical headwinds, rising inflation concerns, and intense oil volatility, thanks to…

05/04/2026

No rate cut last week — and don't expect one anytime soon. Inflation is still running hot, input costs are rising, and several Fed members are pushing back hard on any talk of cuts. The labor market is softening, but not enough to override the inflation threat. All eyes on Friday's jobs report. See why CIO Gene Goldman expects it to disappoint in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

05/04/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

05/01/2026

A special needs trust can help care for a special needs child, even after you’re gone.

04/29/2026

Discover how insurance can play a vital role in managing and protecting your wealth. From liability exposure to tax considerations, learn about the sophisticated tools that support estate planning goals and generational wealth growth.

Discover the strategies you can use to protect your estate, reduce risk, and help grow your wealth for future generations.

04/27/2026

With Chair Powell's term expiring mid-May, incoming Fed Chair Kevin Warsh is signaling key changes — less communication, a new inflation metric, and a preference for rate adjustments over balance sheet moves. A dovish shift may be on the horizon. CIO Gene Goldman discusses this and more in

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

04/27/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

04/24/2026

Low car lease payments look great, but do you really save money in the end?

This calculator compares the financial impact of leasing versus buying an automobile.

04/22/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.