Setting financial goals: Using the 5-10-15-20 concept
Aiming for targets in 4 key areas will set an overall plan for your strategic financial objectives.
Insurance, annuities, and investments
Blog Listing
5 tips for single females buying a first home
Single women have been the fastest growing segment of the market. Here’s some tips on house hunting.
Taking cash off the table: Life insurance, annuity alternatives
When stock and bond markets get volatile, many investors look to move their money into less uncertain areas.
How to make a down payment on a house: Do's and don'ts
There are good, and not so good, ways to come up with a down payment to buy a home.
3 ways to give your godchild (or niece or nephew) a financial gift
Here are some ways to help a youngster in addition to what the parents may have planned.
5 overlooked income tax deductions and credits
Don't leave credits and deductions for your income taxes on the table.
A financial guide for parents
Here’s an extensive look at the challenges and considerations parents face as children grow.
3 tips to avoid locking in losses
It’s usually better to wait out a market downturn, rather than withdraw or attempt to time the market.
Buying your first home
First step? Budget. But many other considerations follow.
5 money myths about women
Debunking the misconceptions about how women manage money.
3 LGBTQ+ parenting financial challenges
Certain unique financial challenges affect LGBTQ parents, but resources exist to ease the burden.
Home equity loans: Advantages and disadvantages
Your home is a valuable asset and home equity loans are an affordable way to borrow.
Hospice care: What to expect
Hospice care is an important option for families to consider for a loved one.
Pet care plans of action
Pet owners can find insurance policies that fit almost any need, breed, or budget.
How to save for retirement in your 40s and 50s
A late start doesn't mean you can't make headway on retirement savings.
9 questions to ask about life insurance when shopping around
It is important to ask the right questions when you're looking at life insurance policies.
Life insurance: The ladder strategy approach
There are specific risks at certain points in life. Here is a strategy to tackle them.
What kind of life insurance should a new parent get?
Here are 3 considerations when weighing a policy for your family’s security.
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