How to Shop for Life Insurance
insurance

How to Shop for Life Insurance

You may be able to estimate how much you need online, but that’s just the start of your search.
January 30, 2020
Pros, Cons and Possible Disasters after SECURE Act
IRAs

Pros, Cons and Possible Disasters after SECURE Act

Sweeping retirement changes were just signed into law that bring both positives (for savers) and potentially disastrous consequences (for heirs). Here…
December 31, 2019
Worried about Estate Taxes? One Strategy to Try
taxes

Worried about Estate Taxes? One Strategy to Try

If your heirs might face a big estate tax bill one day, an irrevocable life insurance trust could help protect your legacy.
October 28, 2019
Learn from My Best and Worst Financial Decisions
retirement

Learn from My Best and Worst Financial Decisions

It's normal to have financial regrets. I know I do, and I don't mind sharing. Use them as a growing opportunity. And make sure to celebrate your succe…
October 25, 2019
Annuity Exchanges, Full or Partial, Boost Flexibility without Creating Taxes
retirement

Annuity Exchanges, Full or Partial, Boost Flexibility without Creating Taxes

1035 exchanges let you trade up for a better annuity or trade in unneeded life insurance.
October 22, 2019
What to Know Before Purchasing a Long-Term Care Rider
life insurance

What to Know Before Purchasing a Long-Term Care Rider

Do you know the difference between a long-term care rider and chronic illness rider? Section 7702B and Section 101(g)? If you're contemplating a life …
September 27, 2019
Life Insurance: Beyond Just Estate Planning
estate planning

Life Insurance: Beyond Just Estate Planning

When it comes to life insurance, many folks don't think they need it, if they consider it at all. In fact, it's a versatile financial tool that can he…
September 13, 2019
Don't Overlook Advantages of Making Insurance Part of Your Retirement Plan
insurance

Don't Overlook Advantages of Making Insurance Part of Your Retirement Plan

Life insurance can offer income and saving options for the long term.
July 10, 2019
Is Your Insurance Hurting You Instead of Helping You?
insurance

Is Your Insurance Hurting You Instead of Helping You?

If you’re not careful to buy the right kind of insurance, keep it in the right place and pay for it in the right way, your good intentions could end u…
April 16, 2019
5 Myths That Could Have You Walking a Financial Tightrope Without a Safety Net
retirement

5 Myths That Could Have You Walking a Financial Tightrope Without a Safety Net

Life insurance is a mystery to most people, but it's an important part of your financial picture, so don't let these common misbeliefs stop you from p…
April 8, 2019
3 Ways To Leverage Your Health Equity For Better Life Insurance Rates
Sponsored

3 Ways To Leverage Your Health Equity For Better Life Insurance Rates

Studies show that the average retiree will need $280,000 just to pay for medical expenses.
February 7, 2019
3 Ways To Leverage Your Health Equity For Better Life Insurance Rates
Sponsored

3 Ways To Leverage Your Health Equity For Better Life Insurance Rates

Studies show that the average retiree will need $280,000 just to pay for medical expenses.
February 7, 2019
Beware of These Often-Overlooked Insurance Gaps
insurance

Beware of These Often-Overlooked Insurance Gaps

Surprise: There’s a chance your most precious possessions may not be covered.
January 3, 2019
Do You Need Life Insurance in Retirement?
life insurance

Do You Need Life Insurance in Retirement?

One form of life insurance that may be worth investigating for its tax advantages and estate benefits is an indexed universal life policy.
December 21, 2018
Something BIG Could Be Missing from Your Retirement Plan
retirement

Something BIG Could Be Missing from Your Retirement Plan

About 70% of people who reach age 65 could potentially need long-term care at some point in their lives, and it can easily cost $100,000 a year. You n…
October 24, 2018
What NOT to Do During Open Enrollment Time
retirement

What NOT to Do During Open Enrollment Time

Many employees just automatically pick the same benefits options year after year with little to no thought. That's a mistake. Instead, here are some p…
October 12, 2018
A Financial Planner's Guide to Open Enrollment
insurance

A Financial Planner's Guide to Open Enrollment

As you read up on your health insurance, life insurance and other options for 2019, here are five tips to help get the most out of your workplace bene…
October 3, 2018
Time to Reassess Your Life Insurance After Tax Reform
retirement

Time to Reassess Your Life Insurance After Tax Reform

The new tax law is prompting policyholders to review their life insurance to see if the coverage still makes sense.
September 1, 2018
New Tax Rates Could Provide Push to Help Defuse Your 'Tax Time Bomb'
taxes

New Tax Rates Could Provide Push to Help Defuse Your 'Tax Time Bomb'

If 401(k)s and IRAs make up the majority of your retirement savings, with today's lower tax rates, it could make sense to steer more of your money int…
August 17, 2018
Kiplinger's Recipes for Quick & Easy Financial Fixes
credit & debt

Kiplinger's Recipes for Quick & Easy Financial Fixes

Each of our recipes for financial success takes 15 minutes or less to cook up. You'll be surprised how much you can accomplish in so little time.
August 2, 2018
What to Do When Your Term Life Insurance Is Expiring
insurance

What to Do When Your Term Life Insurance Is Expiring

Many families are discovering that a 20-year term for a life insurance policy isn’t enough.
August 2, 2018
Why I Love My Whole Life Insurance Policy
life insurance

Why I Love My Whole Life Insurance Policy

While they may not be for everyone, I feel like buying a whole life policy was one of the best financial planning decisions I ever made.
August 2, 2018
Smart Life Insurance Strategies for Young Buyers
insurance

Smart Life Insurance Strategies for Young Buyers

Buy the right life insurance plan now to avoid scrambling to find coverage later.
August 1, 2018
New Baby on the Way? The 8 Financial Steps You Should Take to Prepare
investing

New Baby on the Way? The 8 Financial Steps You Should Take to Prepare

Congratulations! Now get busy. From health insurance to car seats, here's what expectant parents should do to get ready for their new arrival.
June 5, 2018
5 Financial Tips for New Parents
retirement

5 Financial Tips for New Parents

In between naps, feedings and burpings, here are five things you should do when you bring home your bundle of joy.
May 18, 2018
What to Do with an Old Life Insurance Policy
insurance

What to Do with an Old Life Insurance Policy

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?
May 17, 2018