Market volatility update and signs of progress
Investors should resist market timing and stay diversified.
Insurance, Annuities, and Investments
Blog Listing
3 financial steps for today, this week, and this month
There are steps you can take today, this week, and this month to help get grounded again.
Two types of investment professional: Which is right for you?
How registered representatives and investment adviser representatives differ.
Life insurance: Treat cash value with care
Sure, it's available...but tapping a policy's cash value has consequences.
Four financial considerations when Mom or Dad moves in
Housing an aging parent can raise money issues that should be addressed early and directly.
Market volatility, COVID-19, and Georgia’s lead
The state’s lead in lifting restrictions may give hints to a national outcome.
How to refinance your mortgage
Getting a new home loan can help lower your monthly payment and improve your finances long term.
Social Security filing strategies for the widowed
If you lost a spouse, research your filing options carefully.
Managing the cost of HIV care
There are financial assistance programs and social support groups to help stay financially and emotionally fit.
Saving in your 40s and 50s: It’s never too late to get started
A late start doesn't mean you can't make headway on retirement savings.
COVID-19: Women face a bigger financial challenge
More women are out of work, on the front lines with no benefits, and struggling to find child care.
5 tips for single female homebuyers
Single women have been the fastest growing segment of the market. Here’s some tips on house hunting.
Taxes and life insurance – FAQs
Answers to frequently asked questions regarding life insurance, taxes, and being a beneficiary.
Pet care plans of action
Pet owners can find insurance policies that fit almost any need, breed, or budget.
Money and children: Teaching by age groups
Different lessons in financial fitness can and should be shared at different times.
Need financial advice? The art of the digital check-in
Be cognizant of your privacy, goals, and investment priorities when connecting remotely.
The questions around getting life insurance in your 40s
Deciding to purchase a life insurance policy in your 40s can be a complicated decision.
Lying on insurance? There are consequences
Most life insurance policies have provisions for reducing or eliminating payouts when fraud is detected.
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