FINANCIAL LEARNING
Is a SEP IRA Plan Right For You?
Do you work for yourself? Is your business too small for a 401(k) plan? If so, you should really consider establishing a SEP IRA plan –...
Why You Should Have an Online Social Security Account
In monitoring your Social Security profile, you may help to thwart fraud. Could your personal information soon be stolen? The...
Keeping This Correction in Perspective
After 20 months of relative calm, this volatility needs to be taken in stride. Are you upset by what is happening on Wall Street? It may...
Getting Your Financial Paperwork in Good Order
Help make things easier for your loved ones when you leave this world. Who wants to leave this world with their financial affairs in...
Money Habits That May Help You Become Wealthier
Financially speaking, what do some households do right? Why do some households tread water financially while others make progress? Does...
Long-Term Care Insurance And The Importance Of Developing A Plan
Long-term care insurance provides care for those who need long-term assistance in a nursing home, care at home or adult daycare. What it...
How to Make Financial Decisions While Caring for a Loved One
According to the Family Caregiver Alliance, “An estimated 66% of caregivers are female.” Additionally, “The average caregiver is a...
What Your Startup Needs to Know About Insurance
If you’ve launched a startup, then congratulations! You’ve joined a dynamic part of the economic sector. Nearly 90 percent of all...
Your 2018 Guide to Long-Term Care Insurance
In-home care services and nursing homes are costly and aren’t covered by Medicare. Did you know that Medicare typically doesn't...
Why Life Insurance Has to Be Part of Your Wealth-Building Plan
Opinions expressed by Entrepreneur contributors are their own. The following excerpt is from Mark J. Kohler and Randall A. Luebke’s...
For Millennials, life insurance can be a bargain not to miss
Getting married, buying a house and having kids are all good reasons to purchase life insurance. But if other financial priorities keep...
Estate planning for your digital assets
What will happen to your Facebook account when you die? What about all your photos shared on social media, your texts with loved ones,...
3 Reasons to Retire as Early as You Can
Time is one of the most valuable assets at your disposal. Unfortunately, many people spend 40 hours a week for 40 or 50 years trading...
IRS Issues Urgent Warning On New Tax Refund Scam – And It’s Not What You’d Expect
Just when you thought you'd read about all of the tax scams: The Internal Revenue Service (IRS) is warning taxpayers about a new - and...
Financial Planning for the Lifespan of a Business
Do you own a business, the lifeblood of employment in our economy? Wonderful! Is the expected future value of your business a primary...
Correcting The Misconception About Long-Term Care Planning
Why The WSJ Is Wrong About Long-Term Care Planning A recent Wall Street Journal article, “Millions Bought Insurance to Cover Retirement...
The Legacy Journey
FROM LEFT: Rick Disharoon, Mike Brown, Conrad Slate, Richard Barbee, Quentin Ledford, Will Parrish “All good men and women...
A Homebuyer’s Guide to Life Insurance
Congrats on your new home! Now it’s time to think about life insurance. How would your significant other handle the mortgage if you were...
What is coinsurance? And other health insurance mysteries explained
Health insurance. You know you need it, but navigating through the terms and coverage explanations can be ridiculously confusing. But if...
Ways to Fund Special Needs Trusts
A look at the different options & strategies. If you have a child with special needs, a trust may be a financial priority. There are...
Why Life Insurance Will Always Matter in Estate Planning
With or without the estate tax, it addresses several key priorities. Every few years, predictions emerge that the estate tax will...
New Rule, Nicer Returns?
Could the new fiduciary rule effectively enhance portfolio performance for retirement savers? A change is coming. The Department of...
4 Errors to Avoid With Your Life Insurance
This content is made possible by our sponsor; the views and opinions expressed herein are the views and opinions of the author and do...
The Many Benefits of a Roth IRA
Why do so many people choose it rather than a traditional IRA? The Roth IRA changed the whole retirement savings perspective. Since its...
How the Tax Reforms Will Take Effect
Some of the impact of the Tax Cuts & Jobs Act will be felt later than January 1. President Donald Trump signed the Tax Cuts &...
Money Habits That May Help You Become Wealthier
Financially speaking, what do some households do right? Why do some households tread water financially while others make progress? Does...
Life Insurance Products with Long Term Care Riders
Are they worthwhile alternatives to traditional LTC policies? The price of long-term care insurance has really gone up. If you are a...
The Best Age to Buy Long-Term Care Insurance
You might not want to think about how you'd pay for an assisted living facility or nursing home stay when you're only in your 50s. After...
Want to bet on bitcoin? Be prepared to lose all
Bitcoin just made the Winklevoss twins paper billionaires. Might it do the same for you? Last Thursday, the explosively appreciating...
3 Reasons to File for Social Security On Time
A key decision that most American retirees need to make is when to start collecting Social Security benefits. You can begin receiving...