Business
How a Trust Could Help You Efficiently Transfer Wealth to Your Heirs
If you find yourself asking similar questions about your own legacy, it may be time to think about whether a trust would make sense for your situation.
New to Investing? Here’s What You Need to Know
Understanding the basics of investing is an essential first step toward building a strong financial foundation, but many people don’t know where to get started.
Tips to Prepare for Retirement When You Don’t Have Kids
For those without kids and grandkids, a different formula may apply as these individuals may have more financial freedom and flexibility as they enter retirement and beyond.
5 Reasons to Plan for Unwelcome Financial Surprises
If you’ve experienced the unexpected death of a loved one, a sudden job loss, the wreckage of a natural disaster or other curveballs that have impacted your finances.
4 Questions to Ask Aging Parents About their Finances
Many people shy away from family conversations about money because it may feel awkward or uncomfortable.
Understand Your Financial Situation Before Cosigning Your Child’s Loan
As your child heads off to college or starts life as an independent young adult, he or she will likely face new financial responsibilities.
4 Tips for Combining Finances with Your Partner
If you’re in a long-term committed relationship, you may contemplate combining finances with your partner. Maybe you’re getting married, moving in together – or both.
Five Myths About Retirement That Can Lead You Astray
Whether you are decades away from retirement or it’s right around the corner, it’s important to separate fact from fiction when it comes to planning for your post-work life.
Take a Fresh Look at Your Finances
Start with a clean slate. Review your financial situation and recent spending patterns. Is your spending aligned with your financial goals?
What You Should Know About the Debt Ceiling Debate
If you’ve been keeping up on news coming out of Washington, D.C., you know that Congress is once again grappling with a need to raise the federal government’s debt ceiling limit.
