Life Planning

Investors use this method to strike a balance between playing the market and staying on the sidelines.

Dollar cost averaging

Taking steps to safeguard your financial future can bring great comfort in moments of grief. 

Widows financial guide

Time to see if your saving and spending plans are on track or need a course correction.

Mid-year financial check up

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

Cash off table

Sudden market drops point up the value of long-term investing horizons and diversification. 

Market volatility advice: Stay calm

Savvy borrowers who negotiate terms land the best loans.

Guide to loan shopping

Does 'one size fits all' apply to life insurance? Often times, the answer is 'no.' 

Insurance riders

Diversifying your investments may be a wise strategy over time.

Asset allocation

Certain unique financial challenges affect LGBTQ parents, but resources exist to ease the burden.

LGBTQ parent challenges

Everything changes when your financial plan includes other people. Here are tips for creating a family budget.

Family financial plan

Some types of life insurance have an attractive feature beyond the death benefit.

Cash value explained

There are many financial opportunities – and potential pitfalls – for gay and lesbian couples.

Estate planning for LGBT couples

If you plan to loan money to family, there are some key questions and considerations you should keep in mind.

Loaning money to family: Questions to ask

Individual preferences differ, but there are concepts everyone should know before committing dollars.

Investing basics

The breadwinning parent might have added home or career costs if the at-home parent passes away.  

Stay at home parent

To assess true compensation, look at benefits, time off, and other things besides the paycheck. 

Weighing a job offer

It is particularly important to be financially proactive when one partner is a decade older or more.

May-December marriages

These money-saving tips from wedding industry experts can help you stick to your big-day budget.

Saving on a wedding