Markets: The year of COVID and what lies ahead
The selloff in equity markets was severe, but the ensuing rebound was just as staggering.
Insurance, Annuities, and Investments
Blog Listing
Federal student loan relief may run out this fall. What to do?
COVID-19 crisis relief measures may end in the fall. Here are some options for handling the situation.
An act of mutuality: Survivorship insurance
It's life insurance which covers two policyowners and pays-off at the second death.
How to choose a nursing home
The right nursing home can improve longevity and quality of life for a loved one.
On the hunt for the most generous colleges
To control your tuition costs, start with schools that offer generous scholarships and financial aid.
What to do with real estate proceeds?
You can save, supplement your retirement, pay off debt, or invest for growth.
Retirement planning: What women do right
Women plan well for retirement, but they still lag behind men in account balances.
7 sales and marketing ideas to help strengthen your business
A sound strategy can add value to your firm and make it attractive to a potential acquirer.
10 single-parent money challenges and solutions
Supporting a child on a single income takes resolve, creativity, and mutual support.
What kind of life insurance should I get?
What’s appropriate for your own personal situation will depend on a range of factors.
Are you liable for your parent’s nursing home bills?
Adult children may be legally responsible for their parents' long-term care costs.
Financial professionals are equal parts educators and advocates
Guidance makes planning your financial future and protecting your family easier.
Happy St. Patrick’s Day: Some odds to consider
Which odds should you be paying attention to while dreaming of pots of gold?
5 overlooked income tax deductions and credits
Don't leave credits and deductions for your income taxes on the table.
Lending money to family: Is it a good idea?
If you plan to loan money to family, there are some key questions and considerations you should keep in mind.
The power of a term-perm life insurance combination
Using term insurance and permanent insurance together can often be the right strategy.
4 alternatives to divorce
Divorce can be costly both financially and emotionally; these 4 alternatives may offer an easier out.
Live Mutual: Supporting adults with Down Syndrome
A financial professional’s work with disabled adults helps him understand family challenges.
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