What probate is and why people try to avoid it
Probate can be costly and time consuming. It also creates privacy concerns.
Insurance, annuities, and investments
Blog Listing
Should REITs be in your portfolio?
REITs can potentially help diversify your portfolio, but they also come with risks.
Are you a couple in need of financial counseling?
This "therapy" blends treatment components from mental health fields with financial planning techniques.
How expensive is adoption? 5 financial considerations
Through tax credits, corporate incentives, and savings, you may be able to afford to adopt.
Making a career change: Understanding the cost implications
Starting over in a new career requires a financial cushion and plenty of planning.
How much life insurance should I get?
There are at least five needs you should address when sizing up a policy death benefit.
Tips to curb your spending this holiday season
Consumers, especially younger generations, are likely to rack up credit card debt again this season.
4 tips for new stepparents tackling blended family finances
The financial considerations for stepparents may be more complex than the ones for biological parents.
This holiday season, talk estate planning
The holidays are an opportune time to ensure your aging parents have their estate plan in place.
Staying fit with a disability
A disability doesn’t mean the elimination of regular exercise or a healthy lifestyle.
Memorials in the digital age
New methods of mourning allow more people to come together, even when they’re far apart.
Is military life insurance enough?
Service members may need a supplemental policy to protect their family after they retire or leave the military.
Baseball and the longevity threat
Not only are baseball players getting paid to play a game, they are likely to live longer too.
3 ways to financially prepare when elections, like midterms, loom
No one can tell exactly who will win or what will happen or change, but there are ways to prep.
How to avoid and offset taxes on capital gains
Retirement accounts and deferred tax financial products are possible solutions.
Living with a hidden disability
Disabilities that are not visible to others affect millions. Support groups can help.
What goes into whole life insurance dividends?
The potential for dividends is part of the value that eligible participating whole life insurance offers.
Divorcing same-sex couples face unique challenges
Definitions of a "parent" and conflicting state standards can be troublesome.
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