8 FAQs on traditional vs. Roth IRAs
Both Roth IRAs and traditional IRAs can help you save for retirement. But they have different rules.
Insurance, Annuities, and Investments
Blog Listing
Money questions to ask before moving in together
Living together adds a business aspect to a romantic relationship. What to ask so the arrangement succeeds?
Term vs. perm life insurance: 3 considerations
Should you choose term or permanent life insurance? It depends on what you’re insuring against.
How multigenerational family businesses thrive
Parents, children, and grandchildren can make a business work, with the right skills.
The changing role of the caregiver
Emotional and financial demands change from pets to children to parents.
5 financial moves if you lose your job
Know where you stand, what you’re missing, and what you can replace if your employer lets you go.
The vanishing alimony tax deduction and divorce planning
Changes in tax law regarding alimony will likely make financial planning for divorce more complex.
Refinancing student loans: Variable or fixed interest rate?
Refinancing your student loans with a variable or fixed interest rate is a big decision.
What first-generation college students need to know
They face unique challenges from admissions to graduation. But there are ways to cope.
Buying a house: What millennial homebuyers want
Younger buyers seek affordable homes in the suburbs.
Biggest college freshman financial blunders
How to help your college freshman avoid money mistakes.
Alternatives for the non-college bound
If college isn't in the picture, there are other attractive options.
Why some seniors upsize in retirement
Some seniors opt for a bigger house during retirement as opposed to downsizing.
Meeting your financial professional for the first time
With the right documents, a financial professional can help you with short and long-term money goals.
Second marriages and finances: Checklists and planning
Before saying 'I do' again, explore a prenuptial agreement, revising your will, estate plan or trust.
Getting remarried and your child’s college financial aid
Does remarriage help or hurt a student’s college financial aid package?
Selling your first home
What to consider when selling your first home, from staging to negotiating.
Why boomers should get a mortgage while they’re still working
For many might be easier to qualify before tapping retirement resources.
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