Estate Planning

A Guide to Life Insurance for Newlyweds & Married Couples

You’ve tied the knot, and now you’re ready to embark on your new life as a married couple. Once you’ve returned from your honeymoon, you may think settling into happily ever after is the only thing left on your to-do list. But in addition to sending out thank you cards and enjoying all those new […]

Estate Planning

5 Common Life Insurance Myths Debunked

Life insurance is one of those topics that lends itself to misconceptions. You’ve probably thought about it before, but maybe you believe life insurance is not for you — or now isn’t the right time to make this important decision. But when it comes to life insurance, a variety of policies address different goals, and […]

Finance Basics

Don’t Let Medical Debt Sideline Your Financial Goals

If you find yourself staring at a pile of unpaid medical bills, unsure of how to even begin paying them down, you’re in good company.  Medical debt is a pervasive problem, with one survey indicating that half of Americans carry some form of it. The issue is on the rise too. Over the past decade, […]

Estate Planning

Ready for Life Insurance? Understand Your Options

You’ve already made the wise choice to learn more about life insurance, but when it comes time to find the right kind of policy for your family, the jargon can get overwhelming. From term to whole to variable to universal and beyond, there’s a lot of terminology to wade through before you even begin to […]

Finance Basics

Finance Like I’m Five —Your Money FAQs Answered

When it comes to understanding complex financial topics, do you ever feel like you’re back in school and struggling to keep up with the lesson? You’re not alone, but financial concepts don’t have to be intimidating. Sometimes all you need is some stellar instruction from a qualified teacher to have your “a-ha!” moment. To help, […]

Estate Planning

Ready To Buy Life Insurance? How To Determine the Size of Your Policy

You know life insurance is an important tool to prepare your family’s finances for the unexpected — a critical first step. But how much coverage do you actually need? Going over could mean overextending your finances now, but under-estimate and you could leave your family short on resources once you’re gone. Taking the time to […]


The Essential 2021 Holiday Do-Date Calendar

As retailers begin to deck the halls and embrace sweater weather, it’s time to start thinking about the holiday season! There is so much to enjoy from seasonal lattes to local festivals, but to reduce the stress that so often accompanies the merriment of the season, planning is key. From presents to parties, making a […]

Estate Planning

What Is Life Insurance and How Does It Work?

Life insurance is not an easy talking point for anyone. No one likes to think about worst-case scenarios. However, planning ahead can make life’s challenges more manageable down the road. So, it’s a discussion we should all have at some point. And there’s no time like the present. What Is Life Insurance? Put simply, life […]

Finance Basics

Fun Ways to Gamify Your Money Management

Whether you’re a seasoned investor or just learning about the stock market, the meme stock phenomenon has taken the investing world by storm. With a tremendous number of users flocking to trading apps, many of today’s investors want not just to make money by investing and improving their skills, but to have some fun, too. […]


2021 Expanded Child Tax Credit: Who Qualifies, Payment Schedule & More

What is it? Who qualifies? And how much will you continue to receive? 2021 Child Tax Credit Calculation Child Tax Credit Payments Impact of the Child Tax Credit Millions of parents in the U.S. have already benefited from the temporarily expanded advance Child Tax Credit payment through the American Rescue Plan Act of 2021. On […]

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