Retiring in 12 months or less? What to do
Stress test your budget, review your health insurance, and time your Social Security benefits carefully.
Insurance, Annuities, and Investments
Blog Listing
9 financial questions to ask your mom
If your mom does not have certain plans in place, she may be vulnerable to financial risk.
Wealth management: Is setting up a trust right for you?
Setting up a revocable or irrevocable trust is an essential part of any wealth management strategy.
Preplanning a memorial service, together
It can help to discuss wishes and costs with family and friends beforehand.
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.
End of life planning: What loved ones should know
Establish a sound estate plan and make your wishes known before your death.
What happens to your debts when you die?
It depends on your state, the type of debt you have, and how you structure your assets.
Hospice care: What you need to know
Hospice care is an important option for families to consider for a loved one.
What to do when a loved one passes
A timeline for managing your loved one's final affairs.
What is estate planning?
No matter how much or how little you have, an estate plan will help ease things for your loved ones.
Buying life insurance for your parents
Life insurance proceeds could help recoup costs resulting from taking care of an aging parent.
Your ultimate retirement planning guide
Retirement is a journey that should start early with steady navigation. Have a road map.
Options for insurance in your later years
This kind of coverage can help those with medical issues cover final expenses.
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.
You’re an executor…now what?
Settling an estate is a difficult job that takes patience and organization.
Memorials and the digital age
Social media and the digital age are becoming part of the fabric of funerals and mourning.
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