Life Events
Life is full of changes, and surprises. Use these guides to help you make sound financial decisions.
Getting married is one of the most important events in many people's lives. Within this section you will find several guides to help you acquire necessary financial intelligence and wisdom.
Becoming a parent is a joyful milestone—and it comes with new financial responsibilities. Below are guides, FAQs, and calculators to help you plan for the fiscal implications of having and raising a child.
Financial Guides
Several guides relating to college preparation, including financing methods, tax benefits, and practical planning steps.
Some guides to help you develop a sound financial plan for today and the future, no matter where you are in your life's journey.
Some information to consider when dealing with banks.
Financial Guides
Some financial advice to help you protect your credit and improve your credit rating.
Financial Guides
A few articles with recommendations for choosing the best professional for your needs.
Frequently Asked Questions
Within this section you will find many articles related to various types of insurance that you might be seeking to purchase.
Financial Guides
- Homeowner's Insurance: How To Get The Best Coverage and Value
- Car Insurance: 10 Cost-Cutters To Save You Money
- Life Insurance: How Much and What Kind To Buy
- Disability Insurance: What To Look For
- Disability Benefits: How To Get All You're Entitled To
- Long-Term Care Insurance: How To Get The Best Deal
- Annuities: How They Work and When You Should Use Them
- The Affordable Care Act
Here you will find a nice selection of guides pertaining to several loan options you should consider before making a decision on getting a loan.
Financial Guides
Retirement is another important life event that requires proper planning to make it a pleasant life experience. Here you will find invaluable information to help you make the most out of your retirement, no matter how far off it might be.
Financial Guides
- Your Retirement Plan: How To Get Started
- 10 Retirement Saving Tips
- Social Security Benefits: How To Get The Maximum Amount
- Should You Count On Social Security?
- Annuities: How They Work and When You Should Use Them
- Retirement Plan Distributions: When To Take Them
- Retirement Plan Distributions: How To Take Them
- Roth IRAs: How They Work and How To Use Them
- The "SIMPLE" Plan: A Retirement Plan for the Really Small Business
Frequently Asked Questions
- Developing a Financial Plan: Frequently Asked Questions
- Social Security Benefits: Frequently Asked Questions
- Annuities: Frequently Asked Questions
- Investment Options: Frequently Asked Questions
- Retirement Plan Distributions: Frequently Asked Questions
- Retirement Assets: Frequently Asked Questions
- Disability Insurance: Frequently Asked Questions
- Long-Term Care Insurance: Frequently Asked Questions
- Traditional vs Roth IRAs: Frequently Asked Questions
This section has several articles pertaining to automobile acquisition and maintenance.
This section is dedicated to another major life event. Within you will find a series of articles chosen to bequeath you with the knowledge necessary to make the best decisions you can when buying or selling a home.
Financial Guides
- Buying a Home: What To Do and How To Do It
- Homeowner's Insurance: How To Get The Best Coverage and Value
- Mortgage Alternatives: How To Choose The Right One
- Home Mortgage Interest Deductions
- The Deductibility of Points
- Refinancing Your Mortgage: When and How
- Selling Your Home: How To Do It Effectively
- Selling Your Home: How To Minimize the Tax On the Gain
- Which Moving Expenses Are Deductible?
- The Deduction For Real Estate Taxes
Some guides related to estate planning, information to help make this process as free of stress as possible.
Financial Guides
Some guides pertaining to charitable contributions and related material.
Financial Guides
Frequently Asked Questions
We've all heard the horror stories of overly trusting individuals being tricked into giving their money to less than savory characters. This guide section focuses on identifying scam artists and protecting yourself from them.
Frequently Asked Questions
A few financial guides that require sober consideration if you're getting divorced or have become widowed.
A major illness can bring about life altering circumstances. These guides will better prepare you for the financial implications of such an event.
Financial Guides
Frequently Asked Questions
When tragedy strikes the last thing anyone wants to be bothered with are financial obligations surrounding the event. Let us share this burden with you, here are some guides to get you started.
In this section we've amassed a selection of financial guides designed to help you make the most of your retirement experience. Read at your leisure!
Financial Guides
- Retirement Plan Distributions: When To Take Them
- Retirement Plan Distributions: How To Take Them
- Social Security Benefits: How To Get The Maximum Amount
- Survivors Benefits: A Guide To This Often Overlooked Insurance Add-On
- Your Pension: What You're Entitled To
- Reverse Mortgages: How They Can Enhance Your Retirement
- Tap Your Retirement Money Early and Minimize Penalties
- Annuities: How They Work and When You Should Use Them
- Roth IRAs: How They Work and How To Use Them
Here are a few guides for other situations that might arise which require some basic knowledge to be able to handle appropriately.