What to do when a loved one passes
A timeline for managing your loved one's final affairs.
Insurance, Annuities, and Investments
Blog Listing
Working with a financial advisor – why not go it alone?
Expert advice can end up saving lots of time and money in the long run.
8 FAQs on traditional vs. Roth IRAs
Both Roth IRAs and traditional IRAs can help you save for retirement. But they have different rules.
A personal health record: Better care, lower costs
Keeping track of your medical history is vital to managing costs, maintaining optimal health.
Financial planning tips for any vacation
Getaways are better if you don't come home with debt.
3 money taboos ̶ and why you should break them
Open, honest dialogue with spouses, kids, and aging parents can potentially help you meet your financial goals.
Protecting your finances in a second marriage
Before saying 'I do' again, explore a prenuptial agreement, revising your will, estate plan or trust.
Helping your alma mater: 3 life insurance moves
Straight donations are the most direct, but here are three other options.
Term vs. perm life insurance: 3 considerations
Should you choose term or permanent life insurance? It depends on what you’re insuring against.
Applying for new credit cards and your score
Opening new credit cards can sometimes help, not hurt, your credit score.
Steps for merging money after marriage
To minimize stress and reach their financial goals, newlyweds need a plan.
Options for insurance in your later years
This kind of coverage can help those with medical issues cover final expenses.
Before the marriage proposal: Money questions to ask
Know your partner's money habits before you say "I will."
Living with a hidden disability
Disabilities that are not visible to others affect millions. Support groups can help.
Can video games teach kids fiscal responsibility?
Depending on what they're playing, they might actually be learning to be smarter about money.
Selling your first home
What to consider when selling your first home, from staging to negotiating.
Preplanning a memorial service
It can help to discuss wishes and costs with family and friends beforehand.
Lost life insurance policy? Here’s how to find it
Tracking down a life insurance policy for a deceased family member isn’t hard when you know where to look.
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