Do you and your partner need financial therapy?
This approach blends treatment components from mental health fields with financial planning techniques.
Insurance, Annuities, and Investments
Blog Listing
Why funding your IRA early might help maximize your return
By adding to your IRA earlier than April of the next year, your investment can potentially deliver more growth.
Paying for K–12 private school tuition
Supplement costs with a Coverdell Education Savings Account, Roth IRA, financial aid, scholarships or loans.
Retiring in 12 months or less? What to do
Stress test your budget, review your health insurance, and time your Social Security benefits carefully.
Setting financial goals: Savings
Set a plan for your savings goals as part of a long-term financial strategy.
Setting financial goals: Income
Don't ask how much you will make, but how much you could make.
Setting financial goals: Debt
View the elimination of debt as a long-term financial goal and create a schedule and plan.
Credit card debt: The problem, fixes and prevention
Americans are back to one of their worst financial vices – jacking up credit card debt.
Two types of investment professional: Which is right for you?
How registered representatives and investment adviser representatives differ.
Putting a Social Security ‘bonus’ to work
High-income earners who reach the tax limit can use their bigger paychecks for financial gain.
Retirement planning: What women do right
Women plan well for retirement, but they still lag behind men in account balances.
Helping ballplayers reach financial bases
Baseball players can make mistakes with money. One financial advisor is trying to help them avoid that.
Scoring senior discounts
Price breaks can help stretch your savings, but you won’t get the perks unless you ask.
5 ways money can wreck your marriage
Money disagreements are a major source of marital conflict. Here's how to keep the peace.
Estate planning for high net worth households
Financial tools from trusts to charitable giving to life insurance are available.
Health savings accounts for retirement planning: Pros and cons
These savings vehicles can fund medical expenses now and in later years.
Handling the cost of breast cancer care
Tips for managing the costs associated with breast cancer treatment.
Cut the clutter in your finances
Is now is the time to organize your financial records, bills and insurance needs?
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