Buying a home together while unmarried
Know your partner’s finances; create a cohabitation agreement to mitigate risk.
Insurance, Annuities, and Investments
Blog Listing
How to avoid moving into a higher tax bracket
These strategies to reduce your taxable income can help you stay in a lower tax bracket.
Gifting life insurance for kids: 3 reasons
Buying a life insurance policy for your child or grandchild can help them protect their future financially.
Divorcing same-sex couples face unique challenges
Definitions of a "parent" and conflicting state standards can be troublesome.
Health savings accounts for retirement planning: Pros and cons
These savings vehicles can fund medical expenses now and in later years.
5 mistakes to avoid when deciding who should be your beneficiary
There are some pitfalls when it comes to naming beneficiaries for your estate.
Do you need life insurance in your 20s?
Getting a policy early in life costs less than when you’re older and leaves options open.
Seniors and mental fitness: What’s normal, what’s alarming
How to watch for signs of memory impairment, dementia or Alzheimer’s disease.
Funeral costs and considerations
Be aware of costs and know your rights when planning a funeral.
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.
Good debt versus bad debt
Not all debt is bad. But it takes knowledge and vigilance to maintain the balance.
Paying for K–12 private school tuition
Supplement costs with a Coverdell Education Savings Account, Roth IRA, financial aid, scholarships or loans.
Understanding universal life insurance
If you are looking for flexibility when it comes to paying premiums, universal life insurance may be a solution.
Parents supporting adult children: Pros and cons
Is the financial support you give helping or hurting your child?
Don’t have an emergency fund? Get one
Don’t have enough saved to cover a sudden need? Here’s how to get your financial safety net in place.
Four simple ways to become a super saver
Super savers invest smart, set goals, and use new money to strengthen their financial safety net.
3 ways a financial professional adds value
An expert in your corner can help you understand options you may not have considered otherwise.
Choosing between term and permanent life insurance
Life insurance is available throughout life, from a starter term policy to a permanent one.
Previous Page Page 16 of 19 Next Page