Education tax credits

It's tax time, and your kitchen table is littered with papers and forms. As if this isn't bad enough, you recently paid your child's college semester... Read the full article

Insurance needs in retirement

Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is... Read the full article

Life insurance and estate planning

Life insurance has come a long way since the days when it was known as burial insurance and used mainly to pay for funeral expenses. Today, life... Read the full article

Life insurance at various life stages

Your need for life insurance changes as your life changes. When you're young, you typically have less need for life insurance, but that changes as... Read the full article

Charitable giving

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal... Read the full article

Transferring your family business

As a business owner, you're going to have to decide when will be the right time to step out of the family business and how you'll do it. There are... Read the full article

Do your parents need long-term care insurance?

We live in an age of medical miracles. People live longer than ever before, and life expectancies are increasing at a steady rate. This means that... Read the full article

The best ways to save for college

In the college savings game, all strategies aren't created equal. The best savings vehicles offer special tax advantages if the funds are used to pay... Read the full article