Hispanics face greater retirement risks
Latinos live longer and, statistically, have less saved for retirement.
Insurance, Annuities, and Investments
Blog Listing
David Ortiz: I owe it all to my dad
MLB star “Big Papi” said his father pushed him to pursue baseball and remains his role model today.
Fighting poverty one relationship at a time
Reduced social capital creates a significant barrier to financial wellness in distressed communities.
How the 'dungeon' and his father shaped Aaron Donald
Understanding how an NFL defenseman developed his work ethic from his dad.
5 reasons why women should be selfish…financially
Women often help their friends and family at the expense of their own financial security.
7 back-to-school shopping tips that can teach your kids to save
Parents can show children valuable money skills during back-to-school shopping season.
A financial checklist for widows and widowers
Taking steps to safeguard your financial future can bring great comfort in moments of grief.
Saving money – and staying safe – when shopping for a loan
Savvy borrowers who negotiate terms land the best loans.
Where you retire & your wallet: The varying cost of long-term care
Try to strike a balance between quality of care and your optimal retirement lifestyle.
You’re out! When colleges revoke their offers
An acceptance and financial aid package can be pulled at any time due to cause.
The American dream and the communities left behind
Businesses and governments can work together to combat systemic poverty.
The mentors behind Monica Puig’s success
Tennis star Monica Puig thanks her former teacher and principal.
Keeping caregiver costs contained
Most family caregivers act out of love, but can incur costs that may impact their own financial well-being.
The ideal retirement portfolio withdrawal rate
Stretching your retirement withdrawal rate to help ensure that your money lasts as long as you do.
Stepping into the father's role
As we celebrate fathers this month, let's also appreciate that DNA does not necessarily make a dad.
Understanding 1035 exchanges
Swapping life insurance for long-term care options can be a possibility.
6 people who dismiss long-term care insurance, but maybe shouldn’t
Depending on their financial picture, certain groups of people could potentially gain from LTC coverage.
Stay-at-home parents and the need for life insurance
The breadwinning parent might have added home or career costs if the at-home parent passes away.
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