Biggest college freshman financial blunders
How to help your college freshman avoid money mistakes.
Insurance, Annuities, and Investments
Blog Listing
Helping young adults recover financially from cancer
Young adult cancer survivors face financial challenges that other age groups don’t.
Why millennials should not rely on an inheritance
Parents plan to spend savings on themselves; long-term care and medical expenses may deplete what is left.
Alternatives for the non-college bound
If college isn't in the picture, there are other attractive options.
Is it OK to retire with a mortgage?
Sometimes paying a mortgage during retirement can be financially viable.
Using investments to make a difference
Can you show support with your investment dollars and still earn strong returns?
Alternatives for 529 college savings
What are the best ways to use money in a 529 plan if your child won’t be using it for college?
Why some seniors upsize in retirement
Some seniors opt for a bigger house during retirement as opposed to downsizing.
Helping your teenager establish good credit
Teach your teenager how to achieve a high credit score and sound credit history.
Refinancing student loans: What’s lost, what’s gained
Refinancing or consolidating your student loans can lower payments but change important terms.
Financial tips for women in a divorce
Women in divorce should outline their financial and family priorities to achieve a sound settlement.
Repaying student loans early: How to do it right
If you don’t know what you’re doing, your extra student loan payments could be going to waste.
Meeting your financial advisor for the first time
With the right documents, a financial advisor can help you with short and long-term money goals.
Buying your first home
First step? Budget. But many other considerations follow...
Home down payments: Do's and don'ts
There are good, and not so good, ways to come up with a down payment to buy a home.
Be on guard: 3 common senior scams
Scammers defraud seniors of billions of dollars per year, but you can take preventative steps.
8 FAQs on traditional vs. Roth IRAs
Both Roth IRAs and traditional IRAs can help you save for retirement. But they have different rules.
Protecting your finances in a second marriage
Before saying 'I do' again, explore a prenuptial agreement, revising your will, estate plan or trust.
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