Financial Planning
Understand where you are today and create a roadmap to get you where you want to be.
Estate Planning for Unmarried Couples
How unmarried couples can achieve the same legal protections as those who've tied the knot.
Late-in-Life Marriage: Pros, Cons, and More
Considering a late-in-life marriage? Before you and your partner combine your financial lives, here are some important things to keep in mind.
Planning Priorities: How to Save for Retirement
When you're putting together a financial plan, retirement is often one of the top items on the agenda.
Customizing a Life Insurance Policy With Riders
How the addition of life insurance riders can help personalize your policy.
Business Succession: 3 Ways to Transfer Ownership
For entrepreneurs, retirement planning should include decisions about their company's future. Here are strategies to consider for successfully transferring ownership of a business.
5 Financial Moves to Consider Before You Get a Pet
The joy of owning a pet may be priceless, yet the cost to your budget is real. Consider these five financial moves before becoming a pet parent.
7 Funding Ideas to Help Start Your Business
When starting a small business, the first thing you need is a plan. Then you can look for funding. Here are seven ideas to help you get up and running.
Beyond the 4% Rule
How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate.
What is a Roth IRA for Kids and How Does It Work?
Using some after-school and summer earnings to save for retirement could lighten the burden for teen investors later in life.
How to Protect Assets From a Divorce
Planning and communication can help ensure that assets end up where you want them to, in the event of a divorce.