Articles Archive


Financial Guidance for Recent Widows: What Women Should Know After the Death of a Spouse

If you’re a recent widow, follow these steps to effectively manage your finances.

Your Guide to Year-End Financial Planning: A 10-Point Checklist

Use this helpful planning guide to start organizing your finances and identify the issues that affect you most.

To Buy or Not to Buy . . . When Do You Need Life Insurance?

Learn how various stages of life can affect your life insurance needs.

A Crash Course in 529 Plans and Their Impact on Financial Aid

When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool.

Estate Planning for LGBTQ+ Married Couples

After the historic Obergefell decision, it’s important for LGBTQ+ couples to comprehensively review their estate plan.

Unsure When to Claim Social Security? Timing Has Its Benefits

When it comes to the amount of your social security benefits, you have a choice in the matter.

Does Your Credit Need Repairing?

After a tumultuous financial year, follow these suggestions to get your credit in tip-top shape.

To Keep or Not to Keep: A Guide to Common Records-Retention Questions

If you’re wondering whether to hold onto some common financial documents, follow these record-keeping rules of thumb.

A Starter Guide to Selling Your House

If you’re getting ready to sell your home, know the steps you need to take before finalizing the deal.

Tax Season Scam Alert

To help you steer clear of this year’s top tax scams, learn the red flags to watch out for—along with some timely filing reminders

Your Guide to Medicare Planning

We’ve assembled a Medicare planning guide detailing who is eligible, which services are covered, and how to avoid potential penalties.

Last-Minute Charitable Giving Opportunities

Thanks to tax-efficient giving incentives in the CARES Act, you can make the most of your charitable donations this year.

Solutions for Managing Student Loan Debt

Student loan debt is a huge financial challenge for many. Learn how to implement a long-term solution for managing it.

Are You an Intelligent Investor?

Discover how you can be a wiser investor with tips and strategies from the father of investing himself, Benjamin Graham.