Life Stages

  1. What Is a Will and Why Do I Need One?

    Putting this document together will save your family time and money, and give you peace of mind.
  2. Avoid This Life Insurance Policy Pitfall

    Life insurance policies need to be reviewed regularly to make sure that the beneficiary you chose some time ago is still the right choice today.
  3. Estate Planning: 16 Things Prince (and You) Should Have Done

    The must-do list Prince and his advisors should have completed to avoid leaving his family without a will and an estate plan.
  4. 7 Issues to Consider When Determining Life Insurance Coverage

    Seven issues to consider when buying life insurance to ensure the coverage is tailored to meet your personal financial situation.
  5. Permanent Life Policies: Whole Versus Universal

    Permanent life insurance combines lifetime insurance with savings to provide lifelong security. Premiums are quite high because they’re partially invested.
  6. Tax-Saving Advice for IRA Holders

    Be informed about benefits and deductions that may apply to you and avoid costly mistakes on your return.
  1. Should Retirees Still Have Mortgages?

    Identify the pros and cons of keeping a mortgage into retirement, and understand in which situations it is beneficial not to pay off a mortgage.
  2. 5 Steps to a Retirement Plan

    These considerations will help you make a realistic and thorough retirement plan.
  3. 5 Ways To Stretch Your Retirement Budget

    Stretch your retirement budget to live comfortably.
  4. Red State or Blue State: Where's Retirement Sweeter?

    Choosing whether to go red or blue when picking out your retirement destination is more than a matter of politics. Here's how to cast your vote.
  5. 5 Top Alternatives to a Reverse Mortgage

    If you have substantial home equity and don't want to do a reverse mortgage to tap it for retirement expenses, cost out these viable alternatives.
  6. Is Your Mortgage Robbing Your Retirement?

    If you picked the mortgage with the lowest possible monthly payment, you may be blowing what could be your retirement money on mortgage interest.
  1. Helping Clients Avoid Retirement Landmines

    Your clients may hold well thought-out retirement plans, but things happen that can disrupt—or even derail—them. Know when to step in with extra help.
  2. Should Retirees Still Have Mortgages?

    Identify the pros and cons of keeping a mortgage into retirement, and understand in which situations it is beneficial not to pay off a mortgage.
  3. 5 Steps to a Retirement Plan

    These considerations will help you make a realistic and thorough retirement plan.
  4. No Retirement Savings? How to Catch Up

    Starting your retirement savings late, like in your 50s? Here are a few ways to catch up.
  5. The Best Way To Build Your Retirement Portfolio

    Retirement means changing your investment goals from growing assets to generating income. Here's how.
  6. 5 Ways To Stretch Your Retirement Budget

    Stretch your retirement budget to live comfortably.

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