What is estate planning?
No matter how much or how little you have, an estate plan will help ease things for your loved ones.
Insurance, Annuities, and Investments
Blog Listing
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.
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.
What to do when a loved one passes
A timeline for managing your loved one's final affairs.
Options for insurance in your later years
This kind of coverage can help those with medical issues cover final expenses.
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.
You’re an executor…now what?
Settling an estate is a difficult job that takes patience and organization.
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.
Funeral costs and considerations
Shop smart and know your rights when planning a funeral.
Retiring in 12 months or less? What to do
Stress test your budget, review your health insurance, and time your Social Security benefits carefully.
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