What happens to your debts when you die?
It depends on your state, the type of debt you have, and how you structure your assets.
Insurance, Annuities, and Investments
Blog Listing
Alternatives for 529 college savings
What are the best ways to use money in a 529 plan if your child won’t be using it for college?
Fun for the sun? Quiz yourself
What do you know about the dog days of summer and watermelons?
The dangers of payday loans
A cash advance on your paycheck may solve a short-term need, but it often perpetuates a cycle of debt.
Market volatility update and signs of progress
Investors should resist market timing and stay diversified.
3 financial steps for today, this week, and this month
There are steps you can take today, this week, and this month to help get grounded again.
5 steps to a midyear financial review
Time to see if your saving and spending plans are on track or need a course correction.
Projecting the costs of aging in place
To spend your sunset years at home, you will have to start planning and saving for future expenses early.
Two types of investment professional: Which is right for you?
How registered representatives and investment adviser representatives differ.
Life insurance: Treat cash value with care
Sure, it's available...but tapping a policy's cash value has consequences.
LGBTQ marriage perks
Same-sex spouses should take advantage of all marital benefits available.
Four financial considerations when Mom or Dad moves in
Housing an aging parent can raise money issues that should be addressed early and directly.
Who did what with annuities? Take the quiz
Think annuities are kind of a dry subject? They actually pop up in history more often than you may think.
Parents and LGBTQ kids
How parents of LGBTQ children can show love and support at home.
Market volatility, COVID-19, and Georgia’s lead
The state’s lead in lifting restrictions may give hints to a national outcome.
Why you need Social Security’s Green Line Report
It contains critical information for your retirement, so make sure you are getting it.
How to refinance your mortgage
Getting a new home loan can help lower your monthly payment and improve your finances long term.
Estate planning for LGBTQ couples
There are many financial opportunities – and potential pitfalls – for gay and lesbian couples.
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