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Wednesday, April 27, 2016

Even though you may not be thinking about your estate yet, there are a few practical matters you don’t want to leave unresolved. Lack of preparation can leave your family scrambling during an already traumatic period. Though it’s not...

 

Thursday, April 21, 2016

An Allianz survey showed that 61% of Americans fear outliving their retirement nest egg more than they fear death. With lifespans stretching to age 100 and beyond, many Americans may spend 30 years or more in retirement. This...

 

Thursday, April 14, 2016

A generation ago, retirement looked more or less the same for everyone: you left your job with a pension and transitioned into your golden years. But today, retirement looks quite different for everyone. One reason for that is that...

 

Wednesday, April 6, 2016

All parents worry about what would happen to their children if something happened to them. Many people purchase life insurance to provide for their children, and it may seem like a natural choice to name them as beneficiaries on a...

 

Wednesday, March 30, 2016

Dave Ramsey, Suze Orman, Jim Cramer, and other gurus have made their fortunes telling others what to do with their money. Should they tell you what to do with yours? One of the challenges of being an investor today is the overwhelming...

 

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Wednesday, March 23, 2016

One of the most important decisions you’ll have to make as a retiree is whether you’ll stay in your current home or move. Some people prefer to stay in their homes for financial or lifestyle reasons while others relish the...

 

Wednesday, March 16, 2016

Millions of homeowners are renting rooms (or even their entire house or apartment) to travelers and short-term tenants using Airbnb, VRBO, and many other online rental platforms. The income can help make real estate in expensive areas...

 

Wednesday, March 9, 2016

Spring cleaning is the annual ritual of clearing out the accumulated dust and debris of winter for a fresh new spring. This year, as you sweep away the dust bunnies, do some spring cleaning on your insurance as well. 1. Give your auto...

 

Wednesday, March 2, 2016

If you have a cash-strapped senior in your life, you may have come across advertisements for “reverse mortgages,” a type of loan that gives older homeowners payments in exchange for the value of the property while allowing...

 

Wednesday, February 24, 2016

If you’re looking ahead at retirement, you might wonder what role “Medigap” supplemental insurance policies play in Medicare coverage. Medicare has four parts that, used together, offer coverage for most medical care...

 

Thursday, February 18, 2016

Long-term care insurance is complex, and there’s no way to predict with certainty whether you will actually end up needing coverage for expensive care later in life. However, the odds are good that you may one day need some type...

 

Wednesday, February 10, 2016

Budgeting and monitoring your household’s spending are critical to building long-term financial success. However, money is an emotional topic for many, and it’s common for couples and families to dread budget talks. Here...

 

Thursday, February 4, 2016

What would you do if you weren’t able to earn an income because of an illness or injury? The financial consequences of a disability can be severe; a short-term illness or injury might not set your family back too far if you have...

 

Wednesday, January 27, 2016

Many of us take advantage of credit cards to make everyday purchases and smooth out cash flow. However, you shouldn’t always reach for plastic. Here are three types of expenses that you should never put on a credit card: Tuition...

 

Wednesday, January 20, 2016

Did you know that your lifestyle can affect life insurance premiums? Age is by far the biggest determinant, but there are a number of other factors that can affect how much you pay. Here are 3 common lifestyle factors that can boost...

 

Wednesday, January 13, 2016

For many people, having a new baby triggers the thought: I really ought to get some life insurance. One estimate put the lifetime cost of raising a child to age 18 at over $300,000 for a middle-income couple – not including the...

 

Wednesday, January 6, 2016

2016 is here and we want to help you make it one of your most financially successful years to date. Here are a few simple tasks you can complete while your resolutions are fresh in your mind: 1. Get acquainted with your finances If you...

 

Wednesday, December 30, 2015

Did you know that most renters don’t have renters insurance? While 95% of homeowners carry homeowner’s insurance, a 2014 poll found that just 37% of renters own renters policies.1 Many renters wrongly assume that their...

 

Wednesday, December 23, 2015

If you’re worried about leaving your children or loved ones with expenses after you die, you may take a second look at life insurance as a senior. Seniors face special challenges when purchasing life insurance; premiums get more...

 

Wednesday, December 16, 2015

When you’ve figured out the basics of why you need life insurance, how much you need, and how long you need it for, there are still some details that you need to work out. One area consists of the policy add-ons we call riders....

 

Thursday, December 10, 2015

The end of the year is approaching, but there’s still time to maximize deductions and take advantage of tax breaks. Here are three tips that could help you reduce your tax burden and get ready for tax season: 1. Plump up your...

 

Thursday, December 3, 2015

As we get close to the end of 2015, there are a few final tasks you need to check off of your to-do list for the year: Max out retirement account contributions Whether you have a 401(k), 403(b), 457, or other workplace retirement...

 

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