Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Do you know how missing the best and worst market days might affect your #portfolio?
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It Was the Best of Times, It Was the Worst of Times
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
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What to Look for in a Long-Term Care Policy
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
That big list of dreams and goals isn't the only way to look at your bucket list.
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A New Way to Look at Your Bucket List
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
Social host laws may make you responsible for underage drinking in your home, even if you are away.
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Teen Drinking and Your Liability
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
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Budgeting After a Divorce
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
