Latest
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Five Things I Wish I’d Known Before I Retired
Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement.
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Four Common Misconceptions About Life Insurance
Just because you have no dependents and no debt doesn't mean life insurance wouldn't come in exceedingly handy for someone in your life or even a charity.
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How Much Life Insurance Do You Really Need?
Here's an example of what life insurance coverage would look like, with actual dollar amounts, for a hypothetical family with a mortgage and student debt.
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Five Ways to Lower Your Risk in Retirement
If you're losing sleep at night worrying about your investments, you might want to consider the benefits of protecting at least some of your principal.
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Benefits of Permanent Life Insurance in Your Estate Plan
Liquidity and tax-free benefits can bring peace of mind to policyholders, and the healthier and younger you are when you get it, the better.
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What to Consider Before Buying Life Insurance
For National Insurance Awareness Day, here’s the lowdown on the types of life insurance out there and what could work for you and your budget.
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How to Donate Your Life Insurance Policy to Charity
Donating an unneeded life insurance policy to charity can extend your charitable legacy. To maximize that gift, consider methods that may reduce your tax burden.
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Five Tips for Choosing Your Insurance Agent or Broker
Selecting an insurance professional could be as important as picking a surgeon. It might not be literal life-or-death, but it could be financial life-or-death.
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I Didn’t Think I Needed an Estate Plan Until This Happened
This financial professional was motivated to get her estate plan in order after the untimely death of a loved one. She shares six simple steps to do that for yourself.
