Preplanning a memorial service, together
It can help to discuss wishes and costs with family and friends beforehand.
Insurance, Annuities, and Investments
Blog Listing
Useful annuity terms to know
Annuities come in many forms with many different provisions. Here are some useful terms.
3 ways to manage capital gains tax bites
Retirement accounts and deferred tax financial products are possible solutions.
Applying for new credit cards and your score
Opening new credit cards can sometimes help, not hurt, your credit score.
Mutual vs. stock insurance companies: Pros and cons
Knowing the differences between a mutual and stock insurer is key before purchasing your life insurance policy.
Is crowdfunding a substitute for life insurance? No
Crowdfunding is one way to raise money in an emergency, but it's no substitute for insurance.
Do you and your partner need financial therapy?
This approach blends treatment components from mental health fields with financial planning techniques.
Probate: What it is, why people fear it
Probate can be costly and time consuming. It also creates privacy concerns.
How expensive is adoption? 5 financial considerations
Through tax credits, corporate incentives, and savings, you may be able to afford to adopt.
Retooling your career during COVID-19
Assessing the financial implications of starting a new career.
Handling the cost of breast cancer care
Tips for managing the costs associated with breast cancer treatment.
Financial steps to take when you become a stepparent
The financial considerations for stepparents may be more complex than the ones for biological parents.
Election jitters and sound strategies
Financial professionals urge clients to stay the course during election time.
Annuities: Understanding surrender charges
Investors should know what they are, how they work, and why they’re there.
A personal health record: Better care, lower costs
Keeping track of your medical history is vital to managing costs, maintaining optimal health.
Freelance finances: The tax challenge
The self-employed have a variety of tax deduction opportunities to consider.
Living with a hidden disability
Disabilities that are not visible to others affect millions. Support groups can help.
Buying a home together … sans marriage
Know your partner’s finances; create a cohabitation agreement to mitigate risk.
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