5 steps to a midyear financial review
Time to see if your saving and spending plans are on track or need a course correction.
Insurance, Annuities, and Investments
Blog Listing
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.
Improving your credit score: It pays off
Maintain your credit score with sound financial strategy, less debt, and fewer credit cards.
7 steps to restoring financial wellness after the COVID-19 crisis
There are things that families can do today to help ensure financial wellness tomorrow.
How to help a loved one with money problems
Tips for staging a financial intervention for someone who makes bad money decisions.
Finding a financial pro during the pandemic
You can still get the help you need despite social distancing through research and teleconferencing tools.
Estate planning tools for households
Financial tools from trusts to charitable giving to life insurance are available.
Home equity loans: The pros and cons
Your home is a valuable asset and home equity loans are an affordable way to borrow.
How COVID-19 could shape the way we save, spend, and invest
A crisis can change the way an entire generation manages money and views investment.
The pandemic and financial lessons for kids
Parents can teach their kids the importance of emergency funds and money management.
Credit card debt: The problem, fixes, and prevention
Large amounts of credit card debt make it hard to withstand financial and economic shocks.
What the stimulus package means for you
Loosened retirement plan access might help in many ways, but use caution.
Borrowing from your 401(k): The risks
A 401(k) loan can be a ready source of funds in an emergency, but there are risks involved.
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