Using investments to make a difference
Can you show support with your investment dollars and still earn strong returns?
Insurance, Annuities, and Investments
Blog Listing
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.
Market volatility and oil prices amid COVID-19
The oil move wasn't dire and coronavirus cases are still slowing, yet volatility will likely persist.
Divorce and life insurance: Considerations
Examine your life insurance coverage prior to divorce; define ownership, premiums, and beneficiaries.
Home equity loans: The pros and cons
Your home is a valuable asset and home equity loans are an affordable way to borrow.
Parent PLUS loans: Digging out of debt
Parents who are struggling to repay student loans may find relief through refinancing or other options.
Repaying student loans early: How to do it right
If you don’t know what you’re doing, your extra student loan payments could be going to waste.
An old Social Security tactic for COVID-19 financial help
There’s a way to tap benefits now, and make up for the early withdrawal later through voluntary suspension.
How to request more financial aid for college after a job loss
Learn how students can get financial aid help when they or parents are hit with an income loss.
Market volatility update: Focus on what you know
Markets often offer siren songs of risk aversion and produce new risk fears at precisely the wrong times.
How COVID-19 could shape the way we save, spend, and invest
A crisis can change the way an entire generation manages money and views investment.
Life Insurance: 3 income tax advantages
Whole life insurance offers an income tax-free death benefit as well as deferred cash value growth.
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