Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to […]
Articles
Videos
Articles
Catch-Up Contributions
A recent survey found that 24 percent of workers are very confident about having enough money to live comfortably through […]
Term vs. Permanent Life Insurance
According to industry experts, most people don’t have enough life insurance. The American Council of Life Insurers recently reported that […]
A Decision Not Made Is Still a Decision
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker […]
The A, B, C, & D of Medicare
Breaking Down The Basics Whether your 65th birthday is on the horizon or decades away, understanding the different parts of […]
How to Make the Tax Code Work for You
By April 11, 2025, over 117 million taxpayers had dutifully filed their federal income tax returns. And they all made […]
Videos
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future […]
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial […]