FINANCIAL LEARNING
An Estate Plan Should Not Cause Family Conflict
This article is reprinted by permission from NerdWallet.Creating an estate plan is a gift to the people you leave behind. By expressing...
Why You Should Review Insurance Choices Each Open Enrollment Season
Every fall, open enrollment season means complicated forms to read and big decisions to make about insurance and other benefits offered...
I.R.S. Announces 2019 Retirement Plan Contribution Limits
Get ready to save more for retirement in 2019! The Treasury Department has announced inflation-adjusted figures for retirement account...
Latest Jobs Report Shows Net Gain of 250,000 Hires
Washington (CNN Business)The US economy added 250,000 jobs in October, significantly exceeding expectations, the government announced...
What Does It Take to Thrive as an Entrepreneur?
Fifteen years ago, CEOs and founders were not considered “cool” enough; they were thought of as boring and bland. Fast forward to 2018...
Why Hybrid Life Insurance Policies Are Increasingly Popular
While traditional stand-alone long-term care insurance (LTC) products have seen a drop in popularity in the past several years as a...
Retiring With Outstanding Student Loans
According to the Consumer Financial Protection Bureau (CPFB), the number of student loan borrowers 60 and older rose at least 20%...
The Pros and Cons of Short-Term Health Insurance Plans
The Trump administration just made it easier to buy short-term health plans. Here's what you need to know.These short-term plans are...
Everything single parents need to know about life insurance
Even though it might be hard sometimes to picture your young children as independent adults, you hope to live long enough to see that...
Capital Gains Taxes Could Change Soon — Here’s What You Need to Know
The Trump administration has suggested a major change to capital gains taxes. We already know that a second wave of tax cuts, informally...
Millennials Are Helping Their Boomer Parents Manage Finances
You could call it reciprocal personal finance mentoring Since millennials (men and women age 22 to 37) are just getting started managing...
These 2 Simple Things Can Dramatically Boost Your Retirement Savings
The average American is nowhere near ready for retirement. Forty-six percent of baby boomers have nothing at all saved for retirement,...
One big reason people don’t pay off their credit cards every month
Recent research suggests it’s not because they don’t have enough money to pay off their cards Many people are late on their credit-card...
By not having a will, Aretha Franklin likely left her heirs with lots of headaches
The soul legend had four sons and assets of about $80 million Aretha Franklin, the Queen of Soul, left behind four sons, but no will,...
How To Streamline Your Work Day as a Business Owner
While being a business owner can be very rewarding, it involves huge responsibility – juggling managing your staff and essential...
Will Your Homeowners Insurance Come Through After a Natural Disaster?
CR members share their hard-won insights about the insurance coverage you need and the smartest ways to submit a claim Last year’s...
New car seat guidelines indicate child’s size should be considered over age
Infants should ride rear-facing for "as long as possible," according to a leading pediatricians group Parents with young children should...
How To Determine Your Net Worth
The list of financial health indicators is extensive. Credit scores and savings milestones and investment portfolios all work together...
Consumer confidence hits 18-year high
Confidence among American consumers rose in August to the highest level in nearly 18 years as their assessment of current conditions...
The Tale of the “Big One”
This young guy is Miles, my youngest grandson. He’s five and starting Kindergarten this week. Last Friday we went fishing. The older...
When Does It Make Sense To Talk To A Financial Advisor
The Flattening of the Yield Curve
Why are investors and economists getting nervous about Treasury yields? What is the yield curve, and why is the financial media writing...
Why Having a Financial Professional Matters
A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for...
The Move Toward Fee-Based Advisory Accounts
Why financial professionals are changing their business models. A major shift has occurred in the financial world. More and more...
What Should You Keep?
Even with less itemizing, there are still tax documents you want to retain for years to come. Fewer taxpayers are itemizing in the wake...
Bad Money Habits to Break
Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If...
TSP Withdrawal Options Are Changing
New rules could soon mean more flexibility. By 2020, federal employees with Thrift Savings Plan (TSP) accounts should have new...
6 Common Myths About Estate Planning
While it may be a task that's low on your to-do list, estate planning can provide guidance for your loved ones in the future. It will...
6 Reasons Why Financial Planning Isn’t Just for the Wealthy
There's an unfortunate divide when it comes to financial planning. The lower your income, the less likely you are to have a financial...
How to figure out elder care for your aging parent
For T.J. Mancuso, 40, of Apex, N.C., the health of his parents took center stage five years ago when a medical condition left his father...