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
The changing notion of a dependent
Who they are and their financial needs are varied in today's modern family.
Benefits and open enrollment: 5 tips
Make the most of your insurance open enrollment period by avoiding common mistakes.
How lapses in life insurance policies hurt you
To enjoy the full benefit of a life insurance policy, be vigilant about keeping it in force.
Using life insurance for charity
With planning and forethought, life insurance can be used to benefit a favorite charitable cause.
From soldier to civilian: Military financial transitions
Besides the obvious changes in lifestyle, there are fundamental money management changes to negotiate.
Is military life insurance enough?
Service members may need a supplemental policy to protect their family after they retire or leave the military.
5 ways Halloween can teach kids about money
Trick-or-treaters can practice budgeting, learn about market value, and even taxes.
Stretch IRA? Four possible alternatives
Roths, trusts, and life insurance policies can potentially mimic, if not mirror, some of the biggest benefits.
Top 5 mistakes when purchasing life insurance
Mistakes are common when buying life insurance. Here's what to avoid.
Is group life insurance enough?
Some people may need to supplement a group policy with individual insurance.
8 simple steps to secure your digital data
Hackers and fraudsters who target your personal data are not going away. Protect yourself, and your accounts.
The changing role of the caregiver
Emotional and financial demands change from pets to children to parents.
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.
Using life insurance proceeds wisely: 8 options
Beneficiaries can use the life insurance death benefit any way they want.
Is disability income insurance worth it?
Your income — more than your car, or home or any other big ticket item — is your most valuable asset.
Buying life insurance for your parents
Life insurance proceeds could help recoup costs resulting from taking care of an aging parent.
4 times when term insurance may be the answer
Term life insurance can offer solutions for a variety of issues.
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