Three ways to pay for long-term care
Home health aides, assisted living, or nursing homes can be a major expense.
Insurance, Annuities, and Investments
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Protecting yourself against market fluctuations in retirement
There are alternatives that can help buffer your retirement income.
Should I loan money to family?
If you plan to loan money to family, there are some key questions and considerations you should keep in mind.
Married to a non-citizen? 3 estate planning traps
Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.
Does an annuity fit your retirement goals?
Annuities may provide you with an additional source of reliable income now, in retirement, or in the future.
Shopping for life insurance? 9 things to know
It is important to ask the right questions when you're looking at life insurance policies.
Types of annuities and how they work
There are a variety of annuities that offer different payouts and benefits.
New Year’s money resolutions: Goal-setting for success
Financial New Year’s resolutions should be realistic, achievable goals.
What to do with an old retirement account?
Understand your options when dealing with an old retirement account.
Wealth management: Is setting up a trust right for you?
Setting up a revocable or irrevocable trust is an essential part of any wealth management strategy.
Black families and wealth: Motivation and challenges
Debt and lower incomes present headwinds to wealth accumulation in the African American community.
How to avoid probate without setting up a trust
You want to be able to transfer your assets to the next generation with as little red tape as possible.
Newlywed tips for blending insurance benefits
Merging finances as newlyweds means more than just sharing.
Getting the most out of your 529 plan
A 529 plan allows you to save for that coming college bill in a tax-advantaged way.
Saving in your 40s and 50s: It’s never too late to get started
A late start doesn't mean you can't make headway on retirement savings.
Divorce and life insurance: Considerations
Examine your life insurance coverage prior to divorce; define ownership, premiums, and beneficiaries.
Millennials and retirement: The 'to-do' list
Retirement saving is not on most millennials’ list of top priorities.
Working with a financial advisor – why not go it alone?
Expert advice can end up saving lots of time and money in the long run.
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