Latest
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What to Do When Your Term Life Insurance Is Expiring
insurance Many families are discovering that a 20-year term for a life insurance policy isn’t enough.
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5 Financial Tips for New Parents
retirement In between naps, feedings and burpings, here are five things you should do when you bring home your bundle of joy.
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What to Do with an Old Life Insurance Policy
insurance Is that life insurance policy you bought decades ago still serving a good purpose once you retire, or could you be doing something better with it?
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How to Tell If Your Life Insurance Is on Track
insurance If it's been a few years since you signed on the bottom line, dust off that policy and see if it still makes sense for you by answering these four questions.
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When 'Rules of Thumb' for Life Insurance Aren't Appropriate
insurance If you are one of these three types of people, going by the usual insurance "rules" could cause you to buy too much coverage, not enough coverage or the wrong type of policy.
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One Way to Create Income for Life and a Guaranteed Inheritance for Your Kids
Making Your Money Last Here's how I helped my client take the RMDs he didn't need and turn them into peace of mind for his children's future.
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New Baby on the Way? The 8 Financial Steps You Should Take to Prepare
investing Congratulations! Now get busy. From health insurance to car seats, here's what expectant parents should do to get ready for their new arrival.
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6 Options to Fund Long-Term Care in Retirement
Long-Term Care Insurance It's not fun to think about, but if you boil down your choices a bit, making a plan for what could easily cost several thousand per month becomes less daunting.
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Gifting a Life Insurance Policy to a Charity
taxes One often-overlooked way to magnify your magnanimous charitable donation is to consider gifting an unneeded life insurance policy. Your gift can also come with some tax benefits.
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