3 financials to check on your birthday
Another year gone by, so maybe check on a few things before blowing out the candles.
Insurance, annuities, and investments
Blog Listing
6 ways to cut college costs in half
Cut college costs by as much as half by studying abroad, leveling down, or paying in-state tuition.
Understanding variable universal life insurance
VUL insurance policies can offer flexibility, but understand the risks and commitments.
End of life planning workbook & checklist
Establish a sound estate plan and make your wishes known before your death.
Lefties: Fact vs. fiction
Time to celebrate the 10 percent of people who go with the other hand.
The freelancer's benefit checklist
Insurance and benefit choices can be harder and more expensive for freelancers to navigate alone.
Whole life insurance: Criticisms and rebuttals
Some kinds of coverage gets dismissed, but is that fair or unfair?
State-mandated retirement plans gain traction
They can be an important step in helping employees achieve long-term financial wellness.
Types of term life insurance: Options, features, and value
There are plenty of differences in policies that make it wise to compare beyond the basic price.
Financial tips and advice for women in a divorce
Women in divorce should outline their financial and family priorities to achieve a sound settlement.
Who is a financial advisor… and who isn’t?
Some may be using the financial advisor label loosely. Learn how to spot them.
How to get a sports scholarship
Young athletes can look to private scholarship funds to maximize their tuition aid.
Should you refinance student loans? Pros, cons, and advice
Refinancing or consolidating your student loans can lower payments but change important terms.
Retirement plan loans: Think carefully before you borrow
Make sure you understand the risks of borrowing from your retirement plan savings.
Roth conversions and market dips
For some, converting a pretax IRA when their portfolio values are down could reduce their tax bill.
Tips to recession-proof your business
With proper foresight and planning, businesses can survive and even thrive in tough times.
How to manage, reduce and avoid additional credit card debt
Large amounts of credit card debt make it hard to withstand financial and economic shocks.
Expecting an inheritance? Don't count on it
Parents plan to spend savings on themselves; long-term care and medical expenses may deplete what is left.
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