April 2026 | Inside This Issue

A Rose by Any Other Name: Teaching Financial Literacy

They Say It’s Your Birthday: Communicating With Baby Boomers

Charitable Dollars & Sense: Following the “Mailbox” Rule

Test Your Financial and Estate Planning Knowledge

Sharpe Insights Lagniappe: Celebrating Creativity Line by Line

Editor’s Note:

Happy Financial Literacy Month! Since 2004, April has been recognized as a time to focus on improving Americans’ spending, saving, borrowing, investing and long-term planning skills by providing educational materials and resources. Consider this month’s Insights (and every month, for that matter) another resource for education. I hope you learn something new like I did!

—Ashley McHugh, Editor

Would you like to receive Sharpe Insights via email each month?  Sign up

Looking for a past article? Search our Sharpe Insights article archives.