How to make sure your heirs won’t fight
Sharing your wishes before your death may ensure minimal strife for your heirs.
Insurance, Annuities, and Investments
Blog Listing
Seniors and mental fitness: What’s normal, what’s alarming
How to watch for signs of memory impairment, dementia or Alzheimer’s disease.
Parents supporting adult children: The good and bad
Is the money you give helping or hurting your child?
Four simple ways to become a super saver
Super savers invest smart, set goals, and use new money to strengthen their financial safety net.
Sending twins or siblings to college: Financial options
Some colleges offer unique financial aid and scholarship opportunities to twins and siblings.
Adoption's nightmare scenario: Fraud
It’s important to choose a reputable adoption agency and do your research.
The cost of adopting a pet
There's more than the initial fee, but with planning you can give a cat or dog a great life.
4 forms you need when your child turns 18
The documents you need to protect your young adult in case of emergency.
Shopping for life insurance: Considerations
Tips for determining how much coverage and what type of policy you need.
Why millennials should not rely on an inheritance
Parents plan to spend savings on themselves; long-term care and medical expenses may deplete what is left.
End of life planning: What loved ones should know
Establish a sound estate plan and make your wishes known before your death.
High school and kids summer sports camps: Costs & curveballs
Consider the price, program philosophy, and your child's age before you enroll.
A tool for the disabled: ABLE accounts
ABLE accounts let those with disabilities save without putting their public benefits in peril.
Four financial considerations when Mom or Dad moves in
Housing an aging parent can raise money issues that should be addressed early and directly.
Four financial acts of mutuality
Families support each other emotionally, physically...and, just as important, financially.
Pet care plans of action
Pet owners can find insurance policies that fit almost any need, breed, or budget.
Money and children: Teaching by age groups
Different lessons in financial fitness can and should be shared at different times.
How to help a loved one with money problems
Tips for staging a financial intervention for someone who makes bad money decisions.
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