Latest Articles
Financial Planning (2)117 Articles
Tue, Oct 15, 2024
FAFSA Got a Facelift: Here’s What Parents Need to Know
Funding a college education can be a logistical headache, even for people with the resources to do so. The Free Application for Federal Student Aid (FAFSA) form is aiming to streamline the process for everybody with new updates. Here’s what you should know.
Tue, Oct 8, 2024
How to Do a Roth Conversion
For many investors with a traditional IRA, a Roth conversion could potentially be a money-saving move. Is it a good idea for you? Discover how, why, and when to consider a Roth conversion.
Tue, Oct 1, 2024
How to Ensure You (Or Your Spouse) Can Manage the Family's Finances on Your Own
Don’t get caught by surprise in the event that you or your spouse need to take over your family’s financial responsibilities. Ease the transition and be prepared with these 5 tips.
Tue, Sep 24, 2024
Should You Prioritize Preparing for Retirement? Guidance for the Sandwich Generation
Discover financial strategies to help balance caregiving responsibilities and retirement savings.
Tue, Sep 17, 2024
What are the Best Assets to Leave Your Heirs?
Discover the pros and cons of different asset types you can leave to your heirs.
Thu, Sep 12, 2024
Do Your Heirs Want an Inheritance?
Not everyone wants an inheritance. Discover the reasons why, plus some alternative ways to leave a legacy for your family.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.