6 steps to better personal finance
There are some basic moves to help build wealth and achieve financial wellness.
Insurance, Annuities, and Investments
Blog Listing
Mind your ‘MEC’: When life insurance morphs
Paying life insurance premiums too fast may have consequences.
How to grow wealth: 3 strategies
When you’re in your twenties and early thirties, you have a huge advantage in growing wealth.
Useful annuity terms to know
Annuities come in many forms with many different provisions. Here are some useful terms.
Applying for new credit cards and your score
Opening new credit cards can sometimes help, not hurt, your credit score.
Mutual vs. stock insurance companies: Pros and cons
Knowing the differences between a mutual and stock insurer is key before purchasing your life insurance policy.
Probate: What it is, why people fear it
Probate can be costly and time consuming. It also creates privacy concerns.
Annuities: Understanding surrender charges
Investors should know what they are, how they work, and why they’re there.
Health savings accounts for retirement planning: Pros and cons
These savings vehicles can fund medical expenses now and in later years.
Good debt versus bad debt
Not all debt is bad. But it takes knowledge and vigilance to maintain the balance.
Reverse mortgages: What you need to know
They can supplement retirement income by using home equity. But is a reverse mortgage right for you?
How to teach your grandchild financial responsibility
Grandparents have the life experience to pass along the gift of financial literacy.
Retirement plan contribution limits: Your need-to-know
Retirement savers are wise to max out their 401(k) or IRA, but must be aware of the annual pre-tax limit.
The pandemic and financial lessons for kids
Parents can teach their kids the importance of emergency funds and money management.
Financial education for young people – is it working?
Making sure our efforts in the FutureSmart program are hitting the target. And, so far, they are.
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.
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.
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