An underutilized tool for unprecedented times: COLI
Corporate-owned life insurance can provide a win-win for high-impact employees and their company.
Insurance, Annuities, and Investments
Blog Listing
Managing heightened employee financial stress with worksite benefits
Employers may need to boost their benefits strategy to help employees build financial security.
How to use 2 Social Security strategies for emergency funds
Combining two Social Security benefit tactics may provide a cash infusion for some seniors.
Need financial advice? The art of the digital check-in
Be cognizant of your privacy, goals, and investment priorities when connecting remotely.
College refund? Return the money to your 529 plan
Avoid an unwanted tax bill by recontributing funds to your 529 plan within 60 days of a college refund.
Market volatility, COVID-19’s slowdown, and ‘real money’
So far the underlying pipes beneath our market systems seem to be working quite well.
How businesses can toss lifesavers to workers in debt
As the pandemic ebbs, many workers need employer help to repair their personal balance sheets.
The questions around getting life insurance in your 40s
Deciding to purchase a life insurance policy in your 40s can be a complicated decision.
Lying on insurance? There are consequences
Most life insurance policies have provisions for reducing or eliminating payouts when fraud is detected.
7 steps to restoring financial wellness after the COVID-19 crisis
There are things that families can do today to help ensure financial wellness tomorrow.
Using investments to make a difference
Can you show support with your investment dollars and still earn strong returns?
How to help a loved one with money problems
Tips for staging a financial intervention for someone who makes bad money decisions.
Wills and the basics of estate planning
It's the most basic step in estate planning, regardless of your wealth.
Finding a financial pro during the pandemic
You can still get the help you need despite social distancing through research and teleconferencing tools.
Estate planning tools for households
Financial tools from trusts to charitable giving to life insurance are available.
The Kentucky Derby: A tradition of resiliency
The "most exciting two minutes in sports” has faced many challenges, but never faltered.
Buying your first home
First step? Budget. But many other considerations follow.
Protecting seniors from financial exploitation
Forgetfulness or diminished mental capacity: One can be troublesome; the other, financially dangerous.
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