When You Inherit an IRA
When you lose a loved one, your first thoughts won’t be about what to do with their IRA. But if you’re a beneficiary, it is...
National College Savings Month
Over the last four decades, the price of a college education has grown disproportionately to other costs. During the 1978-79 school year, it cost today’s...
Things to Know About Life Insurance
September is Life Insurance Awareness Month, making it a good time to review things you may not know about life insurance, such as: Policies differ...
Credit Card Companies Respond to COVID
In these unprecedented times, many companies are coming up with new ways to help those who have experienced economic challenges and to better serve customers...
Keeping Your Eyes on the Goal
As the struggle to control COVID-19 drags on, many of us experience periodic fatigue from distancing, negative headlines and future uncertainties. Staying disciplined when weary...
The Mixed Blessing of Longevity
Thanks to better nutrition, smarter health choices and medical advances, people now live longer. The average life expectancy for a newborn in 1950 was 68....
Things You Can Do With an IRA But Not a 401(k)
While both 401(k)s and IRAs share some similarities as tax-deferred retirement savings vehicles, IRA accounts allow you to do some things you can’t with a...
Why “Good” is often better than “Perfect”
Seeking for perfection is embedded in the human psyche. We’ve been taught that “good enough” isn’t good enough. But striving for perfection in ourselves and...
Making Things Easier for a Surviving Spouse
While it’s difficult to imagine, even the most devoted couple will eventually be separated by a death. That’s why it’s important to take steps to...
