While a trust fund might conjure an image of a vault filled with gold, you don't need to be a millionaire to create a one. A trust is a legal contract that allows a third party to hold and manage assets for... Continue
When you set your financial priorities, you'll need to know the Roth IRA contribution limits that apply to your modified gross adjusted income (MAGI), tax filing status, and... Continue
Even if you've been saving money for college, many people still need to take out student loans to help pay for tuition and living expenses. Knowing how subsidized and unsubsidized student loans differ can help you set priorities... Continue
You've heard it said from an early age: Accidents happen. It means something different when you're a kid spilling milk than it does as an adult with a financial future to... Continue
The COVID-19 pandemic has affected Americans on so many levels, not the least of which are financial. Mandatory lock-downs, record unemployment and COVID-19-related medical bills, along with loss of income from time missed at work, became... Continue
Supplemental insurance, also known as “add-on" or “Voluntary insurance," is extra coverage that protects you and your loved ones during life's uncertain moments — from illness to injury and even death. It's designed... Continue
Has the thought of working with a financial advisor crossed your mind? Perhaps you’ve recently married, added a new bundle of joy to your household, or have said "yes" to a job offer that comes with a significant bump in pay. Or maybe... Continue
Disability happens. Just ask Hank*, a 58-year-old mental health supervisor who was injured in a fall. After pulling over to to check his tire, Hank fell, and hit his head: He ended up with a cervical cord injury that resulted in paralysis... Continue
