Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
If you thought that payouts from life insurance are tax-free in all cases, think again.
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When Life Insurance Becomes Taxable
Here are 4 unexpected locations that make great places to #raise your #family.
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Four Great, Unexpected Places to Raise a Family
Should gold be a part of your diversified portfolio?
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Should I Invest in Gold?
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
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Dog Bites Neighbor. Now What?
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
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How to Read Your Credit Report
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
How prepared are you for retirement?
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The Pre-Retirement Checklist
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Retiring the 4% Rule
