Estate Planning for the Digital Era
Published: September 21, 2022
While many people are familiar with traditional estate planning creating a will and setting up a durable power of attorney it's important to think about digital estate planning, too. Fortunately, accounting for digital property in your estate plan is relatively simple to do.
Saving for Kids (or Grand Kids)
Published: September 14, 2022
Here are three investment options that parents (or grandparents) can use to set their children up for financial success.
3 Surprising Facts About Life Insurance
Published: September 7, 2022
Although life insurance policies are common, not everyone understands the details about how they work. In fact, there are three life insurance facts that may come as a surprise to many.
Life Insurance Myths Revealed
Published: September 7, 2022
You may have heard that life insurance is too expensive or only healthy people qualify, but often these things are not the truth or are only partly true. Here's the facts surrounding some of the most common misconceptions about life insurance.
What's My Deadline for Making an IRA Contribution?
Published: March 7, 2022
If you want to reduce your taxes for 2021, it's not too late. There's still time for you to deposit money into an IRA to boost your retirement savings, and if you're eligible, you can receive a tax deduction.
Making Sense of Your Roth 401(k)
Published: March 2, 2022
There are specific rules addressing distributions and rollovers of a Roth 401(k), which combines features of Roth IRAs and a traditional 401(k). We offer an overview of the key considerations.