Living Mutual

Living mutual has always been at the core of our human existence, and it's the principle that's guided us since our founding in 1851. It's not a concept we invented, but one we champion for the simple reason that people take it for granted today.

Basketball pro Paul Pierce said his mentor and coach drove his development on and off the court. 

TPT NBA's Pierce

A classic holiday movie, “It’s a Wonderful Life,” points up a useful aspect of life insurance.

George Bailey's insurance

Gifts from the heart can cost little to nothing, but they do take extra planning.

Low-cost gifts

Putting together a budget can be pretty straightforward, but the trick is following it.

Budgeting essentials

Understand the level of risk you are personally willing to accept before committing money to investments.

Know your risk profile

Helping employees with finances can add value to your business through productivity and talent gains.

Employee financial education and business

Couples planning a wedding around a winter holiday must navigate carefully. 

Holiday weddings

What's more meaningful than another toy? An investment or money lesson that will help secure their future.

Financial gifts for kids

Some savers may need to take some time and action before retirement. How financial advisors can help.

Patience in retirement planning

Understand your options when dealing with an old retirement account.

Old retirement accounts

Envisioning your retirement in three distinct stages, or "buckets," may help your planning.

Retirement bucket strategy

Medicare's drug coverage gap may be shrinking, but medication costs may still present a financial challenge.

Medicare gap

Setting up a revocable or irrevocable trust is an essential part of any wealth management strategy. 

Wealth management: Trust right for you?

College-bound kids need to be wary of the pitfalls of unaffordable debt.

College loan repayment pitfalls

What is defined as risk, particularly the severity of a specific risk, is often in the eye of the beholder.

Pension risk transfer: Not all risks are created equal

Is the money you are giving your adult child helping or preventing him or her from becoming self-sufficient? 

Parents supporting adult children

Here are some ways to help a youngster in addition to what the parents may have planned.

Godchild financial tips

Changes in tax law regarding alimony will likely make financial planning for divorce more complex.

Alimony tax changes and effects