Budgeting for blended families
Families that merge must take steps to align their values and vision surrounding their assets and debt.
Insurance, annuities, and investments
Blog Listing
The case for combining term and perm
Multiple policies can handle some of life's complexities.
Finding family balance: Special needs vs. everybody’s needs
Being a special-needs parent can make it hard to balance both time and finances.
What policyowners should ask about term-perm conversions
Converting a term life policy to permanent coverage may help you meet your financial goals.
Crafting a financial strategy for your special needs family
Estate planning tools can help provide for a person with a disability after their caregiver is gone.
Mutual fund and ETF basics
Learn about two top choices that many investors use in their portfolio.
A financial checklist for your first job
When you start earning your first paycheck, work toward setting yourself up for lifelong financial security.
Want tax savings on health care? Consider an HSA
Health savings accounts let you put away pretax dollars for medical expenses.
You may be overpaying your taxes if …
Through penalties, underfunding, or dividend goofs, you may be giving the IRS more than you owe.
How much does life insurance cost?
A number of factors go into the calculation, but it’s often less than you think.
An act of mutuality: Survivorship insurance
It's life insurance which covers two policyowners and pays-off at the second death.
How to choose a nursing home
The right nursing home can improve longevity and quality of life for a loved one.
What to do with real estate proceeds?
You can save, supplement your retirement, pay off debt, or invest for growth.
10 single-parent money challenges and solutions
Supporting a child on a single income takes resolve, creativity, and mutual support.
What kind of life insurance should I get?
What’s appropriate for your own personal situation will depend on a range of factors.
Are you liable for your parent’s nursing home bills?
Adult children may be legally responsible for their parents' long-term care costs.
Financial professionals are equal parts educators and advocates
Guidance makes planning your financial future and protecting your family easier.
Lending money to family: Is it a good idea?
If you plan to loan money to family, there are some key questions and considerations you should keep in mind.
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