Annuities: Understanding surrender charges
Investors should know what they are, how they work, and why they’re there.
Insurance, Annuities, and Investments
Blog Listing
Biggest college freshman financial blunders
How to help your college freshman avoid money mistakes.
A race car driver and life insurance awareness
Life insurance is key to financial fitness; just ask Danica Patrick.
How to help your grandchildren handle money
Grandparents have the life experience to pass along the gift of financial literacy.
Helping your teenager establish good credit
Teach your teenager how to achieve a high credit score and sound credit history.
Can you ace this 5-question financial literacy quiz?
The questions are for school kids, but only one out of five millennials could get them all right.
How life insurance is regulated
State regulators provide strict oversight of life insurance companies, but consumers can protect themselves too.
Money and children: Teaching by age groups
Different lessons in financial fitness can and should be shared at different times.
Reverse mortgages: What you need to know
They can supplement retirement income by using home equity. But is a reverse mortgage right for you?
Time to step on the 'ladder'?
There are specific risks at certain points in life. Here is a strategy to tackle them.
Buying your first home
First step? Budget. But many other considerations follow...
Wills and the basics of estate planning
It's the most basic step in estate planning, regardless of your wealth.
What people don't know about Social Security, but should
It’s startling how little people really know about what could be their biggest asset in retirement.
Financial literacy? The 5 toughest terms we could think of
Here's a selection of jargon to test your financial literacy limits.
Disability income insurance: How to use it
Injuries happen. Disability income insurance can help lighten the financial burden.
Applying for new credit cards and your score
Opening new credit cards can sometimes help, not hurt, your credit score.
Can video games teach kids fiscal responsibility?
Depending on what they're playing, they might actually be learning to be smarter about money.
The dollars and sense of financial literacy
Americans, especially kids, need help learning the basics of money management.
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