Financial Planning

Financial Planning

Start saving early

It’s never too early to be smart about finance. Check out these 4 tips for 20-somethings.

By Caroline Hanna |June 30, 2014

2 min read

Financial Planning

Estate planning for disabled beneficiaries

When a gift is a mistake — how an unexpected windfall can derail benefits for disabled loved-ones.

By Darren Lund |June 24, 2014

4 min read

Financial Planning

Joint tenancy and your estate plan

Protect your estate from family fights.

By Elaine Blades |June 19, 2014

3 min read

Financial Planning

Getting divorced? Redo your will

Divorce is an emotionally and financially stressful time. But if you don't update your estate plan, it can cause additional stress in the future.

By Melissa Shin |June 9, 2014

1 min read

Financial Planning

Insurance for newlyweds

Joint policies may seem attractive because of the cost savings. But it doesn’t cost much more to insure each life individually, and you or your spouse receives double the payout.

By Sarah Brown |June 8, 2014

3 min read

Financial Planning

Name trustees for family members with disability trusts

Liz and Mike are both accountants in their late 40s. Their only child, Jordan, is 16 and has Down syndrome.

By Evelyn Juan |June 7, 2014

5 min read

Financial Planning

Think before you change beneficiaries

This handy sketch will help you understand estate planning.

By Staff |June 4, 2014

2 min read

Financial Planning

Pay less interest on your debt

A great rate is just the beginning when it comes to paying less interest. To become debt-free faster, also consider an efficient debt structure and repayment plan.

June 2, 2014

2 min read