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Articles

Financial Considerations When Facing a Disability: Part 2

Previously, Part I of Financial Considerations When Facing a Disability explored various tools to consider when protecting yourself from the possibility of disability, such as disability

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Planning for Remarriage

If you're planning to remarry, you must decide how you and your fiance will combine your finances, and you'll need to plan a financial strategy that considers the assets, liabilities, and

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6 Keys to More Successful Investing

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible

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Test Your Knowledge of Financial Basics

How well do you understand personal finance? The following brief quiz can help you gauge your knowledge of a few basics. In the answer section, you'll find details to help you learn more.

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Should You Consider a Trust?

By definition, estate planning is a process designed to help manage and preserve assets while you’re alive, and to conserve and control their distribution after death in accordance with your goals

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Balancing a Retirement Portfolio with Asset Allocation

The combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it's even more important, since the mix of various types of

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Data Breaches: Tips for Protecting Your Identity and Your Money

Large-scale data breaches are in the news again, but that's hardly surprising. Breaches have become more frequent — a byproduct of living in an increasingly digital world. During the first six

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Saving for Retirement and a Child's Education at the Same Time

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's

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Retirement Plan Considerations at Different Stages of Life

Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, are

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Charitable Giving After Tax Reform

Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how you'll be affected by these

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