Millennials: A 401(k), Roth combo may win
If you qualify for a Roth IRA, it might make sense to limit a 401(k) to employer match.
Insurance, Annuities, and Investments
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Can you afford a career change?
Starting over in a new career requires a financial cushion and plenty of planning.
Useful annuity terms to know
Annuities come in many forms with many different provisions. Here are some useful terms.
Financial fears you must face
Don’t let college costs, market volatility, or longevity risk give you nightmares.
Year-end tax-planning moves
Strategies that can potentially help lower your 2018 tax bill.
Lottery: Waiting for magic?
The odds of winning the lottery are more than 1 in 292 million. But the odds of suffering a disability?
Financial steps to take when you become a stepparent
The financial considerations for stepparents may be more complex than the ones for biological parents.
Gifting life insurance for kids: 3 reasons
Buying a life insurance policy for your child or grandchild can help them protect their future financially.
Mutual vs. stock insurance companies: Pros and cons
Knowing the differences between a mutual and stock insurer is key before purchasing your life insurance policy.
Buying a home together … sans marriage
Know your partner’s finances; create a cohabitation agreement to mitigate risk.
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.
Is crowdfunding a poor substitute for life insurance?
Crowdfunding is one way to raise money in an emergency, but it's no substitute for insurance.
Adoption: 5 financial considerations
Through tax credits, corporate incentives, and savings, you may be able to afford to adopt.
Buying a house: What millennial homebuyers want
Younger buyers seek affordable homes in the suburbs.
Good debt vs. bad: Keeping it in check
Not all debt is bad. But it takes knowledge and vigilance to maintain the balance.
Annuities: Understanding surrender charges
Investors should know what they are, how they work, and why they’re there.
Benefits and open enrollment: 5 tips
Make the most of your insurance open enrollment period by avoiding common mistakes.
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.
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