529s Are More Than a College Savings Tool
These versatile savings accounts are a powerful estate planning vehicle.
Leveraging Your Digital Presence for Business Growth
How to harness the power of your online footprint to engage current and prospective customers.
Be Prepared for Emergencies
Having important information and contacts at the ready can help you be prepared in an emergency. Use this list to catalog your most important contacts and account numbers and keep them in a safe place for easy reference when the time comes.
Shred Me, Shred Me Not
Which documents to keep and which to toss safely.
Preparing for a Long and Happy Retirement
As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.
Putting More Life Into the 10-Year Rule
Non-eligible designated beneficiaries have 10 years to draw down inherited qualified retirement accounts; here, we explore ways to extend the life of that wealth.
Spring Clean Your Finances
Spring is the perfect time to get your finances in order. Being on top of your finances can help you feel more in control, while reevaluating your bills and purchases more often can help you stay within budget. Also, you’re more likely to think ahead and plan for the future if you get and stay financially organized.
Travel Securely: Keep Your Information Protected On the Go
Travel can be one of life’s great pleasures, especially when you’re enjoying retirement. Exploring new-to-you countries or revisiting favorite spots is fulfilling, whether traveling by yourself or with family or friends. Regardless of who you travel with, there can be the risk of an unwanted guest – in the form of threats to your personal information.
What You Need To Know About Freezing Your Credit
As careful as you are with passwords, personal information and privacy online, it’s still possible to fall victim to the relentless hackers responsible for 5.7 million cases of identify theft each year.
Why Do the Wealthy Borrow? Sometimes, Debt Makes Sense – Copy
Strategic borrowing can keep your financial plan intact and at work. Truths that seem universal often fray at the edges, particularly when talking about money.