Wills and the basics of estate planning
It's the most basic step in estate planning, regardless of your wealth.
Insurance, annuities, and investments
Blog Listing
Setting financial goals: Using the 5-10-15-20 concept
Aiming for targets in 4 key areas will set an overall plan for your strategic financial objectives.
Buying your first home
First step? Budget. But many other considerations follow.
9 questions to ask about life insurance when shopping around
It is important to ask the right questions when you're looking at life insurance policies.
Life insurance: The ladder strategy approach
There are specific risks at certain points in life. Here is a strategy to tackle them.
What is holistic financial planning and how can it help you?
It’s about managing your overall finances for the big picture rather than just going day-to-day.
Disability income insurance: How to use it
Injuries happen. Disability income insurance can help lighten the financial burden.
Personal net worth matters. What's yours?
Your net worth is the yardstick by which your financial goals get measured.
What is permanent life insurance and what types are available?
Permanent life insurance comes in many different forms. Learn which kind may be right for your needs.
Beware retirement’s overlooked risk: Sequence of returns
The order of investment returns each year can actually be more important than the returns themselves.
Are you smarter than an 8th grader?
Fewer than 15 percent of adults can correctly answer these 5 middle-school finance questions.
Setting financial goals the 5-10-15-20 way. Goal #3: Retirement
Contributing to qualified retirement plans is just part of the equation.
Setting financial goals the 5-10-15-20 way. Goal #2: Savings
Set a plan for your savings goals as part of a long-term financial strategy.
Setting financial goals the 5-10-15-20 way. Goal #1: Income
Don't ask how much you will make, but how much you could make.
Setting financial goals the 5-10-15-20 way. Goal #4 Debt
View the elimination of debt as a long-term financial goal and create a schedule and plan.
How to handle student loan debt
Understand how your student loans fall into your overall debt load, then make a plan.
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.
5 ways Halloween can teach kids about money
Trick-or-treaters can practice budgeting, learn about market value, and even taxes.
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