Life insurance terms you must know
Life insurance policies are full of complicated financial terms, but it doesn’t have to be hard.
Insurance, Annuities, and Investments
Blog Listing
It pays to establish business valuations
Business owners need to understand valuation and why it’s critical for their future.
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.
Signs of elder financial abuse — and what to do about them
It's critical that those closest to seniors watch for possible financial red flags.
LGBTQ+ marriage perks
Same-sex spouses should take advantage of all marital benefits available.
Improving your credit score: It pays off
Maintain your credit score with sound financial strategy, less debt, and fewer credit cards.
How business owners can use life insurance to help in retirement
Business owners are finding that the traditional means of funding a comfortable retirement may not be enough.
Default funds and retirement plans: Avoiding guesswork
Popular default funds may help remove some of the guesswork typically associated with retirement plan investing.
Making the most of the "childcare raise"
When your kids leave preschool, your budget may open up. So put those dollars to use.
Social security strategies for single people
Singles research claiming strategies to maximize their retirement income.
Newlywed tips for blending insurance benefits
Merging finances as newlyweds means more than just sharing.
Getting the most from a graduate degree
Millions pursue advanced and professional college degrees, but it takes planning to make them pay off.
When should I file for Social Security retirement benefits?
Many Americans file for benefits at the earliest opportunity, but that may not be wise.
Five LGBTQ+ home ownership tips
Same-sex newlyweds who are in the market for a home must shop carefully.
Be sure your business is always ready to sell
Many baby boomer business owners want to exit, but few have done the necessary sale prep.
Teaching children money skills
Different lessons in financial wellness can and should be shared at different times.
Estate planning tools for households
Financial tools from trusts to charitable giving to life insurance are available.
Protecting seniors from financial exploitation
Forgetfulness or diminished mental capacity: One can be troublesome; the other, financially dangerous.
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