All Articles

Estate

• And the Executor Is
• Put It in a Letter
• What is the Value of Your Business?
• 4 Steps to Protecting a Child with Disabilities
• A Primer on Irrevocable Life Insurance Trusts
• A Living Trust Primer
• Why Everyone Needs an Estate Strategy
• A Checklist for When a Spouse or Parent Passes
• Managing an Inheritance

Insurance

• What to Look for in an Extended-Care Policy
• Understanding Extended Care
• Teen Drinking and Your Liability
• Gap Insurance for Leased Cars
• Silver Sneakers 101
• Medicare Advantage 101
• The Cost of Medical Care
• The A, B, C, & D of Medicare
• The Basics of Medicare
• Questions to Ask About Medicare
• Medicare At 65+
• Qualifying For Medicare Under Age 65
• Medicare vs. Medicaid
• Breaking Down the Parts of Medicare
• Medicare Advantage Plans (Medicare Part C)
• Prescription Drug Benefits Under Medicare (Part D)
• Ways to Supplement Your Medicare Coverage
• Replacing Your Medicare Card
• Consider Keeping Your Life Insurance When You Retire

Lifestyle

• A House Divided
• Countdown to College
• Debt Stress
• Mastering Mobile Lingo
• Travel, Without the Baggage
• Financial Aid for Students 101
• Retiring Wild: National Parks and You
• How to Support Local Businesses During a Pandemic

Retirement

• Traditional vs. Roth IRA
• Thinking of Retiring Abroad?
• Should You Borrow from Your 401(k)?
• What's New for Social Security?
• Women on the Rise
• Retirement Realities
• Why Medicare Should Be Part of Your Retirement Strategy
• How Retirement Spending Changes With Time
• Helpful Retirement Strategies for Women
• A Meal for All Generations
• Who Is Your Trusted Contact?
• Starting a Roth IRA for a Teen
• Retirement Seen Through Your Eyes
• Saving Early & Letting Time Work For You
• Navigating Retirement Pitfalls
• Retirement Plan Choices for Small Businesses
• Tax Efficiency in Retirement

Investment

• How Stocks Work
• Pullbacks, Corrections, and Bear Markets
• Investing for Impact
• How to Conquer the World - 5 Financial Strategies for Savvy Single Women
• Emotional vs. Strategic Decisions
• Why Regular Rebalancing Makes Sense
• Diversification, Patience, and Consistency
• The Sequence of Returns
• Risk Perspective
• Are You Ready for Your Portfolio to Make a Difference?

Money

• Buying vs. Leasing a Car
• The History of Currency
• Year-End Charitable Gifting and You
• Mortgages in Retirement
• The Average American Budget
• Building a Solid Financial Foundation
• Managing Money as a Couple
• Making a Charitable Contribution
• Exploring the Federal Student Grant Program

Tax

• Tax & Estate Strategies for Married LGBTQ+ Couples

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