5 reasons to tap your emergency fund
Financial emergencies include a job loss, home repair, and medical bills.
Insurance, Annuities, and Investments
Blog Listing
Benefits and open enrollment: 5 tips
Make the most of your insurance open enrollment period by avoiding common mistakes.
4 steps to rebuilding your retirement plan savings
If you had to tap a 401(k) or the like to get through the pandemic, have a plan to recoup savings.
Why saving for retirement early is important
There is a basic miscalculation with not starting early when it comes to planning for your financial future.
How to grow wealth: 3 strategies
When you’re in your twenties and early thirties, you have a huge advantage in growing wealth.
Year-end tax-planning moves
Some strategies that can potentially help lower your tax bill must be implemented by Dec. 31.
Making a career change: Understanding the cost implications
Starting over in a new career requires a financial cushion and plenty of planning.
3 ways to financially prepare when an election looms
No one can tell exactly what will happen or change, but there are ways to prep.
5 financial fears you must face
Don’t let college costs, market volatility, or longevity risk give you nightmares.
9 ways to save on college...without a scholarship
Reduce college tuition costs by accelerating the time in the classroom.
Applying for new credit cards and your score
Opening new credit cards can sometimes help, not hurt, your credit score.
Do you and your partner need financial therapy?
This approach blends treatment components from mental health fields with financial planning techniques.
Retirement savings catch up: 3 moves
Build a 3-way strategy with tax-advantaged retirement accounts, home equity, and Social Security.
Health savings accounts for retirement planning: Pros and cons
These savings vehicles can fund medical expenses now and in later years.
When student loan and 401(k) compete
Younger workers must pursue a disciplined approach of paying student loans while saving for retirement.
How to get, or keep, your retirement savings plan on track
Financial wellness relies on keeping savings tactics active and current.
Paying for K–12 private school tuition
Supplement costs with a Coverdell Education Savings Account, Roth IRA, financial aid, scholarships or loans.
Parents supporting adult children: The good and bad
Is the money you give helping or hurting your child?
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