Social Security Blue Bar Report: Why so many need it
It contains critical information for your retirement, so make sure you have access to it.
Insurance, Annuities, and Investments
Blog Listing
How to establish credit for a teenager
Teach your teenager how to achieve a high credit score and sound credit history.
Home equity lines of credit: Pros and cons
You can borrow smaller amounts as you need them and only pay interest on the money you truly need to borrow.
High school and kids summer sports camps: Costs & curveballs
Consider the price, program philosophy, and your child's age before you enroll.
5 reasons why women should be financially selfish
Women often help their friends and family at the expense of their own financial security.
Investing in collectibles: Understanding risks, tempering expectations
Cars, coins, baseball cards and the like can offer fun and maybe some returns, but there's risk.
Institutional 2nd quarter 2022 market update
Investors should pay close attention to fundamentals, particularly earnings and interest rates.
An estate planning tool for the not-so-wealthy
Beyond protection, the features of survivorship whole life insurance can help with wealth transfer goals too.
Other options besides college
If college isn't in the picture, there are other attractive career options.
4 financial considerations when aging parents move in with their kids
Housing an aging parent can raise money issues that should be addressed early and directly.
Cost of youth sports: Dollars and sense
Youth sports can be a major financial drain on household resources.
Want financial independence? Grasp interdependence
Many tend to overlook the interdependence it takes to achieve individual savings goals.
A way to approach 3 typical estate planning needs
A certain type of life insurance policy can help couples navigate these common estate planning challenges.
The three keys to choosing your investments
It’s important to understand three fundamental concepts of retirement plan investing.
Social Security benefits & filing options for ex spouses
If you are divorced and filing for Social Security, consider the long-term impact of your choices.
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.
Social impact investing: Will you pay more to do good?
Can you show support with your investment dollars and still earn strong returns?
Does an annuity fit your retirement goals?
Annuities may provide you with an additional source of reliable income now, in retirement, or in the future.
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