Life Planning

Thanksgiving is an opportune time to ensure your aging parents have their estate plan in place.

Changes in tax law regarding alimony will likely make financial planning for divorce more complex.

If you qualify for a Roth IRA, it might make sense to limit a 401(k) to employer match.

Starting over in a new career requires a financial cushion and plenty of planning.

Annuities come in many forms with many different provisions. Here are some useful terms.

Don’t let college costs, market volatility, or longevity risk give you nightmares.

Strategies that can potentially help lower your 2018 tax bill. 

The odds of winning the lottery are more than 1 in 292 million. But the odds of suffering a disability?

The financial considerations for stepparents may be more complex than the ones for biological parents.

Buying a life insurance policy for your child or grandchild can help them protect their future financially.

Knowing the differences between a mutual and stock insurer is key before purchasing your life insurance policy. 

Know your partner’s finances; create a cohabitation agreement to mitigate risk.

Getting a policy early in life costs less than when you’re older and leaves options open. 

Crowdfunding is one way to raise money in an emergency, but it's no substitute for insurance.

Through tax credits, corporate incentives, and savings, you may be able to afford to adopt.

When stock and bond markets get volatile, many investors look to move their money into less uncertain areas.

Younger buyers seek affordable homes in the suburbs.

Not all debt is bad. But it takes knowledge and vigilance to maintain the balance.