3 min read
5 health care records that can help protect your finances
Assembling key health care records can help equip your loved ones with the estate planning tools they need to deal with stressful times.
4 min read
4 options to pay for long-term care and nursing home costs
The price tags can be high, but a little planning and support can help you prepare for the costs of long-term care.
6 min read
Should I pay off my mortgage with my retirement savings? 4 things to consider
If you’re contemplating paying off your mortgage with your 401(k), these four key considerations may help you make a choice that fits short- and long-term goals.
4 min read
Whether through the snowball method or another strategy, we can help you take control, get ahead of payments, and get closer to living debt free.
3 min read
Should you digitize your financial documents?
When it comes to securing your financial details, a mix of digital files and paper copies can help you boost document protection for important records.
4 min read
A 5-step yearly financial checkup to help you retire
A yearly retirement account review helps keep everything from your address to balances and beneficiaries in order.
4 min read
See your household financial snapshot in 3 easy steps.
What if you could build something more with your investments? What would that look like? First, you need to know where you stand with your finances.
7 min read
Getting married later in life? 3 money conversations to have with your partner
Getting married when you’re older—when you may have an established career, more assets, and possibly kids—requires different financial considerations. Here are a few to discuss together.
5 min read
3 steps to get started when you're ready to invest your money
You’re already an “investor” if you contribute to your 401(k). But if you’re ready to venture beyond saving/investing in a retirement plan, here are three steps to get started.
8 min read
Marriage and money: 6 conversations that can help
How do you talk about finances with your spouse or partner? These six prompts for financial conversations for couples can help.