3 ways to give your godchild (or niece or nephew) a financial boost
Here are some ways to help a youngster in addition to what the parents may have planned.
Insurance, Annuities, and Investments
Blog Listing
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.
LGBTQ workers and retirement: Problems and solutions
Unique risks and vulnerabilities make this community, especially older generations, less prepared.
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.
What is holistic financial planning and how can it help you?
It’s about managing your overall finances for the big picture rather than just going day-to-day.
Supporting your alma mater: 3 life insurance moves
March Madness excitement? Here are ways to support your old school through life insurance.
How to manage, reduce and avoid additional credit card debt
Large amounts of credit card debt make it hard to withstand financial and economic shocks.
8 FAQs on traditional vs. Roth IRAs
Both Roth IRAs and traditional IRAs can help you save for retirement. But they have different rules.
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