You’re an executor…now what?
Settling an estate is a difficult job that takes patience and organization.
Insurance, Annuities, and Investments
Blog Listing
Want a better doctor? Be a better patient
Follow treatment plans, keep appointments, and be honest.
Do you and your partner need financial therapy?
This approach blends treatment components from mental health fields with financial planning techniques.
Why funding your IRA early might help maximize your return
By adding to your IRA earlier than April of the next year, your investment can potentially deliver more growth.
Helping children cope with a loved one’s death
Parents and caregivers can help kids mourn loss by grieving and talking about death in a healthy way.
Paying for K–12 private school tuition
Supplement costs with a Coverdell Education Savings Account, Roth IRA, financial aid, scholarships or loans.
Staying fit with a disability
A disability doesn’t mean the elimination of regular exercise or a healthy lifestyle.
Funeral costs and considerations
Shop smart and know your rights when planning a funeral.
Freelance finances: The tax challenge
The self-employed have a variety of tax deduction opportunities to consider.
LGBTQ international travel tips
Whether traveling solo or with a partner, it is important to do your homework thoroughly.
Probate: What it is, why people fear it
Probate can be costly and time consuming. It also creates privacy concerns.
Severing the knot after age 50
When older couples divorce, it can undermine their financial standard of living.
Why you can win with a steady investment strategy
A consistent, diversified investment strategy can help you reach your goals.
Life’s milestones: Delayed, but diminished?
Marriage, homes, and children are coming later in life. Are there consequences?
Setting financial goals: Savings
Set a plan for your savings goals as part of a long-term financial strategy.
Setting financial goals: Income
Don't ask how much you will make, but how much you could make.
Setting financial goals: Debt
View the elimination of debt as a long-term financial goal and create a schedule and plan.
Credit card debt: The problem, fixes and prevention
Americans are back to one of their worst financial vices – jacking up credit card debt.
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