Is it OK to retire with a mortgage?
Sometimes paying a mortgage during retirement can be financially viable.
Insurance, Annuities, and Investments
Blog Listing
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.
Want financial independence? Grasp interdependence
Many tend to overlook the interdependence it takes to achieve individual savings goals.
Helping your teenager establish good credit
Teach your teenager how to achieve a high credit score and sound credit history.
How to get your retirement planning started
Create a plan to diversify your money and allocate funds for retirement.
A tool for the disabled: ABLE accounts
ABLE accounts let those with disabilities save without putting their public benefits in peril.
Financial tips and advice for women in a divorce
Women in divorce should outline their financial and family priorities to achieve a sound settlement.
The dangers of payday loans
A cash advance on your paycheck may solve a short-term need, but it often perpetuates a cycle of debt.
3 financial steps for today, this week, and this month
There are steps you can take today, this week, and this month to help get grounded again.
What is holistic planning and how can it help you?
It’s about managing your finances for the big picture rather than just going day-to-day.
5 steps to a midyear financial review
Time to see if your saving and spending plans are on track or need a course correction.
Two types of investment professional: Which is right for you?
How registered representatives and investment adviser representatives differ.
Life insurance: Treat cash value with care
Sure, it's available...but tapping a policy's cash value has consequences.
Four financial considerations when Mom or Dad moves in
Housing an aging parent can raise money issues that should be addressed early and directly.
How to refinance your mortgage
Getting a new home loan can help lower your monthly payment and improve your finances long term.
Getting the most out of your 529 plan
A 529 plan allows you to save for that coming college bill in a tax-advantaged way.
Saving in your 40s and 50s: It’s never too late to get started
A late start doesn't mean you can't make headway on retirement savings.
Estate planning for high net worth households
Financial tools from trusts to charitable giving to life insurance are available.
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