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Monday, October 23, 2023

Do you want a say in what will happen to everything you own after you die? Do you want to prevent your family from fighting over your assets? If so, then you need an estate plan — no matter how much or how little you have.

Tuesday, October 17, 2023

If you’re in the market for life insurance, or already have it, you don’t need to be told that proper coverage is an important pillar of personal finance, providing much-needed protection for those who depend on you. But...

Monday, October 16, 2023

Before examining what’s happening in the markets lately, including bond surges and equity stumbles, it might be useful to consider perspective. The story of Rubin “Hurricane” Carter can help with that.

Tuesday, October 3, 2023

Businesses don’t want to be in the position of having to “turn the lights off” for good, but the unexpected loss of an owner could trigger such a scenario. In the event of your, or a partner’s, untimely death,...

Monday, October 2, 2023

Life insurance provides protection, specifically a death benefit that can help your loved ones cope with your loss. But one particular type — whole life insurance — can also serve as a versatile financial asset during your...

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Thursday, September 28, 2023

You had every intention of paying off your credit card this month, perhaps even contributing to your 401(k), but those plans got put on hold (yet again) after you splurged on a flight to Greece — a bucket list trip inspired by...

Thursday, September 28, 2023

What is likely the most affordable and least complicated kind of life insurance protection you can get? The answer is term life insurance. This kind of life insurance provides a death benefit for a specific period of time.

Thursday, September 28, 2023

Weighed down by student loans? You’re not alone: Approximately 30 percent of all adults incurred some sort of debt for their education, according to the Federal Reserve. “Student loan debt is an almost-universal...

Wednesday, September 27, 2023

If you are nearing retirement and have fallen short of your savings goal, it’s not too late to play catch up with your finances. In fact, the federal government wants to help. So, it allows people to make additional...

Wednesday, September 27, 2023

You want your child or grandchild to have a good life, free from concerns about money. One way to help is to set aside savings and investments for them. But what’s a simple way that doesn’t require setting up a trust?

Wednesday, September 27, 2023

You can’t depend on your small business to offer a predictable amount of future retirement income. And the same is true for your equity investments, particularly if you’re unfortunate enough to retire during a bear...

Wednesday, September 27, 2023

What are the odds that you will become too sick or injured to work? Or that if such misfortune happens, it will cause significant financial strain for you and your family? Unfortunately, many people don’t face the uncomfortable...

Wednesday, September 27, 2023

One day you’ll sell your business or transfer it to the next generation. You have a succession plan, so you have a good idea who will be eventually taking over, when the planned sale or transition will take place, and how much...

Tuesday, September 26, 2023

If you are single, with no children, and just starting out in your career, do you really need a life insurance policy? Maybe so, if: You have parents or other relatives who may need you when they’re older or...