College admissions counselors: Weighing the price
Acceptance rates at top schools are in single digits. Can an admissions counselor help?
Insurance, Annuities, and Investments
Blog Listing
Black families and wealth: Motivation and challenges
Debt and lower incomes present headwinds to wealth accumulation in the African American community.
Renting? Maybe a better choice for some retirees
In some cases renting may mean less cost, fewer chores, and more fun.
Lottery: Waiting for magic?
The odds of winning the lottery are more than 1 in 292 million. But the odds of suffering a disability?
Financial steps to take when you become a stepparent
The financial considerations for stepparents may be more complex than the ones for biological parents.
Don’t let clients punt on retirement readiness
Many people retire sooner than they expect, a fact that financial advisors may want to share with their clients.
Appreciating the potential of genomics
Genome sequencing has ushered in a new era of medicine and could one day help prevent inherited disease.
Gifting life insurance for kids: 3 reasons
Buying a life insurance policy for your child or grandchild can help them protect their future financially.
Mutual vs. stock insurance companies: Pros and cons
Knowing the differences between a mutual and stock insurer is key before purchasing your life insurance policy.
How to avoid probate without setting up a trust
You want to be able to transfer your assets to the next generation with as little red tape as possible.
Helping small businesses sponsor retirement plans
How advisors can make it easier for small businesses to implement retirement savings plans for their employees.
Buying a home together … sans marriage
Know your partner’s finances; create a cohabitation agreement to mitigate risk.
Pension risk management is a long-term proposition
Understanding how life insurers manage risks may be helpful for employers considering pension options.
Do you need life insurance in your 20s?
Getting a policy early in life costs less than when you’re older and leaves options open.
Is crowdfunding a poor substitute for life insurance?
Crowdfunding is one way to raise money in an emergency, but it's no substitute for insurance.
Prospecting for 401(k) business
Many financial advisors see the opportunity, but they are reluctant to engage.
Adoption: 5 financial considerations
Through tax credits, corporate incentives, and savings, you may be able to afford to adopt.
Saving for retirement in your 20s: Doing the math
Millennials should start saving early for a fatter nest egg.
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