9 financial questions to ask your mom
If your mom does not have certain plans in place, she may be vulnerable to financial risk.
Insurance, Annuities, and Investments
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Millennials come to their parents' aid
Sandwich generation challenges are increasing for the maturing millennial demographic.
What women get right about investing
Female investors come out ahead by trading less, saving more, and remaining calm during market downturns.
Budgeting for blended families
Families that merge must take steps to align their values and vision surrounding their assets and debt.
The case for combining term and perm
Multiple policies can handle some of life's complexities.
5 ways investors can support women in business
Investment can be a vote and support for businesses that are owned, led, or founded by women.
College saving plans that are often underutilized
Few families are using tax-friendly 529 plans to save for college.
What policyowners should ask about term-perm conversions
Converting a term life policy to permanent coverage may help you meet your financial goals.
Retiring early? A guide for securing health insurance
Health insurance can be costly if you retire before you are Medicare eligible. Explore your options.
You may be overpaying your taxes if …
Through penalties, underfunding, or dividend goofs, you may be giving the IRS more than you owe.
Why life insurance matters for both working and stay-at-home parents
The breadwinning parent might have added home or career costs if the at-home parent passes away.
An act of mutuality: Survivorship insurance
It's life insurance which covers two policyowners and pays-off at the second death.
On the hunt for the most generous colleges
To control your tuition costs, start with schools that offer generous scholarships and financial aid.
What to do with real estate proceeds?
You can save, supplement your retirement, pay off debt, or invest for growth.
Retirement planning: What women do right
Women plan well for retirement, but they still lag behind men in account balances.
Are you liable for your parent’s nursing home bills?
Adult children may be legally responsible for their parents' long-term care costs.
Financial professionals are equal parts educators and advocates
Guidance makes planning your financial future and protecting your family easier.
5 overlooked income tax deductions and credits
Don't leave credits and deductions for your income taxes on the table.
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