Where the economy is positive amid the pandemic
COVID-19 numbers are steady and two economic sectors seem to be showing promise.
Insurance, Annuities, and Investments
Blog Listing
Annuities: Understanding surrender charges
Investors should know what they are, how they work, and why they’re there.
Understanding the different ways to value your business
Since your business may be your most valuable asset, it’s important to know what it’s worth.
A personal health record: Better care, lower costs
Keeping track of your medical history is vital to managing costs, maintaining optimal health.
Freelance finances: The tax challenge
The self-employed have a variety of tax deduction opportunities to consider.
7 tips for applying to college during COVID
The pandemic has changed the application stakes for everything from test scores to extracurricular activities.
Living with a hidden disability
Disabilities that are not visible to others affect millions. Support groups can help.
Times to know the value of your business
When you review what your business is worth, you can plan more realistically
Buying a home together while unmarried
Know your partner’s finances; create a cohabitation agreement to mitigate risk.
Saving for retirement in your 20s: Doing the math
Millennials should start saving early for a fatter nest egg.
How to avoid moving into a higher tax bracket
These strategies to reduce your taxable income can help you stay in a lower tax bracket.
Gifting life insurance for kids: 3 reasons
Buying a life insurance policy for your child or grandchild can help them protect their future financially.
Divorcing same-sex couples face unique challenges
Definitions of a "parent" and conflicting state standards can be troublesome.
4 simple ways to delay Social Security
There are some compelling reasons for delaying your Social Security.
Retirement savings catch up: 3 moves
Build a 3-way strategy with tax-advantaged retirement accounts, home equity, and Social Security.
Business owners: Gauging your exit readiness
A successful business exit strategy takes planning and should cover five areas.
Health savings accounts for retirement planning: Pros and cons
These savings vehicles can fund medical expenses now and in later years.
When student loan and 401(k) compete
Younger workers must pursue a disciplined approach of paying student loans while saving for retirement.
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