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Wednesday, February 11, 2026

If college were a party, then student loans are the hangover.Unfortunately, the "hair of the dog" won't cure this headache, but here are some ideas for managing your student loan debt.The programs listed are not intended as tax or...

Tuesday, January 13, 2026

Insurance is meant to protect you against financial loss. But is it really meant to protect you from any and all financial loss? When it comes to filing a loss claim on your home insurance, there may be times when not filing may be the...

Tuesday, November 11, 2025

In exchange for fixed premiums, an insurance company promises to pay a set benefit when the policyholder dies, but also offers additional benefits as well. Whole life insurance policies can build up cash value — effectively a cash...

Monday, October 13, 2025

Looking at their recent track records doesn’t do much to settle the debate. Over the past decade, as a whole, value stocks have not performed as well as growth stocks. But looking at a larger body of cumulative data, reaching as far...

Tuesday, October 7, 2025

Insurance is meant to protect you against financial loss. But is it really meant to protect you from any and all financial loss? When it comes to filing a loss claim on your home insurance, there may be times when not filing may be the...

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Wednesday, September 17, 2025

The 2025 tax year will bring some big updates to income tax rules, with President Trump and his team leading the changes. These new tax provisions aim to make tax filing easier for everyone. They also hope to give all taxpayers a bit...

Tuesday, September 9, 2025

"I'm proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money." Entertainer Arthur Godfrey The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may...

Monday, August 25, 2025

The 2025 tax year will bring some big updates to income tax rules, with President Trump and his team leading the changes. These new tax provisions aim to make tax filing easier for everyone. They also hope to give all taxpayers a bit...

Tuesday, August 12, 2025

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend...

Tuesday, July 8, 2025

Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. Read on to learn more about how doing this may benefit both of you. Rules for setting up a Roth IRA. If your teen has an earned...

Monday, June 9, 2025

The U.S. personal saving rate stood at 3.8 percent at the end of 2024, up slightly from the 3.7 rate at the end of 2023. The personal saving rate is the federal government’s estimate of what percent of their incomes U.S. households are...

Tuesday, May 13, 2025

Taxpayers and businesses spend an estimated 7.9 billion hours a year complying with tax-filing requirements, which is worth $413 billion in economic value just to comply with tax regulations.1 As complex as the details of taxes can be,...

Tuesday, April 8, 2025

Social Security has been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you...

Wednesday, March 12, 2025

In a recent survey, 75% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that question requires an...

Wednesday, February 12, 2025

An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer. The same can be said about your retirement...

Wednesday, January 8, 2025

Maintaining good records is important to help meet your tax and legal obligations. The right record keeping system not only helps satisfy these obligations, but it may save you money and time. Here’s what to consider for your...

Wednesday, December 11, 2024

When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news is it’s usually not so difficult. At some point, you will have to ask yourselves some...

Wednesday, November 20, 2024

Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Donating appreciated securities to a tax-qualified charity...

Wednesday, November 6, 2024

What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience. For many people, retirement income may come from a variety of sources. Here's a quick review of the six main...