New Year’s financial resolutions: Smart goal-setting for success
Financial New Year’s resolutions should be realistic, achievable goals.
Insurance, Annuities, and Investments
Blog Listing
How to ditch that holiday debt
You blew your budget on holiday gifts. Financial experts offer tips for paring down debt.
Starting a job with stock benefits: 4 tips
Employer stock plans can help your financial big picture; you just need to figure out how.
Holiday weddings: Promises and perils
Couples planning a wedding around a winter holiday must navigate carefully.
When is the right time to buy an annuity?
It often depends on the goal you are trying to achieve.
Why you can win with a steady investment strategy
A consistent, diversified investment strategy can help you reach your goals.
6 signs you may be underinsured
Income rose? Only group coverage through work? Debt? Maybe it's time to revisit your policy.
Using life insurance for charity
With planning and forethought, life insurance can be used to benefit a favorite charitable cause.
Tips to curb your spending this holiday season
Consumers, especially younger generations, are likely to rack up credit card debt again this season.
How whole life insurance helps diversify your taxes
A permanent policy can provide a tax-advantaged source of funds when needed.
This Thanksgiving, talk estate planning
Thanksgiving is an opportune time to ensure your aging parents have their estate plan in place.
Short vs. long premium policies: The difference
Both offer protection, but shorter premium whole life insurance policies offer quicker accumulation advantages.
The changing role of the caregiver
Emotional and financial demands change from pets to children to parents.
Saving for medical costs: FSA, HSA, or both?
FSAs and HSAs can help you save on medical care costs, but the rules that govern them differ greatly.
Stretch IRA? Four possible alternatives
Roths, trusts, and life insurance policies can potentially mimic, if not mirror, some of the biggest benefits.
Is group life insurance enough?
Some people may need to supplement a group policy with individual insurance.
How transitioning out of the military can present financial challenges
Besides the obvious changes in lifestyle, there are fundamental money management changes to negotiate.
How to put a Social Security ‘bonus’ to work
High-income earners who reach the tax limit can use their bigger paychecks for financial gain.
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