Divorcing same-sex couples face unique challenges
Definitions of a "parent" and conflicting state standards can be troublesome.
Insurance, Annuities, and Investments
Blog Listing
Health savings accounts for retirement planning: Pros and cons
These savings vehicles can fund medical expenses now and in later years.
5 mistakes when it comes to designating beneficiaries
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.
A comprehensive guide for Life Insurance Awareness Month
Life insurance is a tool that is more versatile and useful than most people are aware of.
Understanding universal life insurance
If you are looking for flexibility when it comes to paying premiums, universal life insurance may be a solution.
What to do when financial disaster strikes
Learn about the resources available to you when a huge expense hits.
Parents supporting adult children: The good and bad
Is the money 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.
Understanding variable universal life insurance
VUL insurance policies can offer flexibility, but understand the risks and commitments.
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.
What is holistic planning and how can it help you?
It’s about managing your finances for the big picture rather than just going day-to-day.
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