This Thanksgiving, talk estate planning
Thanksgiving is an opportune time to ensure your aging parents have their estate plan in place.
Insurance, Annuities, and Investments
Blog Listing
Running adds life...and other benefits
Besides longevity, that jog may also boost emotional wellness and your quality of life.
Never want to retire? Here’s how to plan
Those who intend to keep working as they age still need a retirement plan for themselves and their family.
Saving for medical costs: FSA, HSA, or both?
FSAs and HSAs can help you save on medical care costs, but the rules that govern them differ greatly.
Stretch IRA? Four possible alternatives
Roths, trusts, and life insurance policies can potentially mimic, if not mirror, some of the biggest benefits.
How to put a Social Security ‘bonus’ to work
High-income earners who reach the tax limit can use their bigger paychecks for financial gain.
How social media envy inspires overspending
A growing body of research suggests social networking has put “keeping up with the Joneses” on steroids.
How to emotionally prepare for retirement with your spouse
Depression, lifestyle, and money are common sources of discord for married couples in retirement.
5 ways Halloween can teach kids about money
Trick-or-treaters can practice budgeting, learn about market value, and even taxes.
Working with a disability? Steps for self-advocacy
Workers with disabilities must know their rights and advocate for themselves.
Year-end tax-planning moves
Some strategies that can potentially help lower your tax bill must be implemented by Dec. 31.
Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and financial interests.
Roth IRA conversions explained
Roths offer numerous tax advantages, but they’re not right the right fit for everyone.
Top 5 mistakes when purchasing life insurance
Mistakes are common when buying life insurance. Here's what to avoid.
Handling the cost of breast cancer care
Tips for managing the costs associated with breast cancer treatment.
You received a life insurance benefit: 8 ways to use it wisely
Beneficiaries can use life insurance death benefits any way they want. Know your options.
The benefits of being bilingual
The bilingual brain may be better equipped to problem solve ... and potentially command a higher paycheck.
Retirement planning for single seniors
Financial challenges include possibly higher costs for housing and health care.
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