Allen Wastler

It’s about managing your overall finances for the big picture rather than just going day-to-day.

Mom and Dad? Debt? Here are some situations that might merit a life insurance solution.

There's no universal minimum to work with a financial advisor. Learn why the $50,000 myth holds people back and when professional guidance could be valuable.

Life insurance is a tool that is more versatile and useful than most people are aware of.

Term life insurance offers affordable death benefit protection for a set period. Explore 4 situations when a term policy may be the right choice.

Investors use this method to strike a balance between playing the market and staying on the sidelines.

Life insurance riders let you customize your policy with added benefits — from coverage options to long-term care — for a wide range of needs and life stages.

A GLWB rider can add guaranteed lifetime income to a growth-focused annuity. Learn how it works, what it costs, and whether it fits your retirement plan.

Don’t overlook these important protection and retirement pillars when putting together shopping lists and class schedules.

The three-legged retirement stool is wobbling for many Americans. Learn why — and what you can do about it before you reach retirement age.

College costs, slim scholarship odds, and growing student debt are the three financial realities every family must face. Here's what the numbers say — and how to plan ahead.

Wondering what a QLAC is and how it works, especially with RMDs? Learn the pros and cons of a qualified longevity annuity contract for your retirement.

Most Americans are falling short of their retirement savings goals. Here are three hard financial realities about retirement — and what you can do to prepare.

Going to college happens in stages, and each stage takes some financial knowledge and preparation.

Asset allocation and diversification each play a distinct role in managing investment risk. Find out how they differ and why smart investors rely on both.

Some types of life insurance have an attractive feature beyond the death benefit.

Don’t overlook these important protection and retirement pillars when putting together shopping lists and class schedules.

Many tend to overlook the interdependence it takes to achieve individual savings goals.