A personal health record: Better care, lower costs
Keeping track of your medical history is vital to managing costs, maintaining optimal health.
Insurance, Annuities, and Investments
Blog Listing
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
By starting early, younger workers can achieve greater returns via an IRA or 401(k).
How to lower taxable income
These strategies to reduce your taxable income can help you stay in a lower tax bracket.
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. Here's how.
Retirement savings catch up: 3 moves
Build a 3-way strategy with tax-advantaged retirement accounts, home equity, and Social Security.
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.
How to make sure your heirs won’t fight
Sharing your wishes before your death may ensure minimal strife for your heirs.
Why you should get life insurance in your 20s
Getting a policy early in life costs less than when you’re older and leaves options open.
What the election, amid the pandemic, means for markets
As COVID continues another uncertainty looms for investors: November 3.
Seniors and mental fitness: What’s normal, what’s alarming
How to watch for signs of memory impairment, dementia or Alzheimer’s disease.
How life insurance can help supplement retirement income
For some retirees life insurance may provide a useful option to supplement income.
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