Latest Articles

Retirement

• Volunteering in Retirement
• 9 Facts About Retirement
• Retirement Realities
• Social Security: Maximizing Benefits

Investment

• Pullbacks, Corrections, and Bear Markets
• How to Invest in LGBTQ+ Friendly Companies
• Required Reading: The Economic Report of the President
• The Utility of Sector Investing
• The Anatomy of an Index
• Alternative Investments - Going Mainstream
• A Primer on Dividends
• A Taxing Story: Capital Gains and Losses

Estate

• Trends in Charitable Giving
• Problems with Probate
• Four Steps to Valuing an Estate
• Estate Management Checklist
• A Brief History of Estate Taxes

Insurance

• The Value of Insuring Against Life’s Risks
• Dog Bites Neighbor. Now What?
• When Life Insurance Becomes Taxable
• Keeping Summer Safe: Pool and Spa Safety Tips
• Teen Drinking and Your Liability
• Making Sense Of A Home Warranty
• The Cost of Medical Care
• Inventorying Your Possessions
• Understanding Extended Care

Tax

• How Income Taxes Work
• How to Make the Tax Code Work for You
• Five Most Overlooked Tax Deductions
• Understanding Marginal Income Tax Brackets
• Filing Final Tax Returns for the Deceased
• What Do Your Taxes Pay For?
• Do You Owe The AMT?
• What Is a 1035 Exchange?

Money

• U.S. Personal Savings Rate
• The Lowdown on Those Free Credit Scores
• The Half Million Dollar Baby
• Buying vs. Leasing a Car
• How Big is Money?

Lifestyle

• Personal Finance Tips for Military Families
• Pickleball in Retirement
• Prevent a Rift: Money Tips for Newlyweds
• Fixed or Variable Mortgage, Which Should You Pick?
• Mastering Mobile Lingo
• Money Draining Food Myths
• Changing Unhealthy Behaviors
• The Financial Literacy Crisis
• Putting a Price Tag On Your Health