Tax planning tips: life insurance

Understanding the importance of life insurance is one thing. Understanding the tax rules is quite another. As insurance products have evolved and... Read the full article

Tax tips: long-term care insurance

Your chances of requiring some sort of long-term care increase as you age, and long-term care insurance (LTCI) can help you cover your long-term care... Read the full article

Buying a home

There's no doubt about it--owning a home is an exciting prospect. After all, you've always dreamed of having a place that you could truly call your... Read the full article

Getting started: establishing a financial safety net

In times of crisis, you don't want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you're protected... Read the full article

Sudden wealth

What would you do with an extra $10,000? Maybe you'd pay off some debt, get rid of some college loans, or take a much-needed vacation. What if you... Read the full article

Teaching your college-age child about money

When your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up,... Read the full article

Merging your money when you marry

Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your... Read the full article

Financial tips for unmarried couples

If you are in a long-term, committed relationship, you have many of the same financial concerns as married couples. However, you lack many of the... Read the full article