All Articles

Thinking about retirement?

Retirement is heading your way–time to ramp up your plan with these tips.
02/05/2020

Heading into retirement

Planning to retire in 5-10 years? Here’s what to start doing now.
02/05/2020

HSAs: The antidote to rising health costs

Be better prepared to battle increasing health insurance costs.
02/05/2020

The real reasons people retire

It’s not just about money. Health, family, and lifestyle choices are also key.
12/06/2019

How much do I need to retire?

Fidelity's rule of thumb: Save 10x your income by age 67.
12/06/2019

4 questions to ask about life insurance

Feel confident about protecting your family's financial plan.
07/25/2019

6 key Medicare questions

Learn about Medicare eligibility, choices, costs, and when and how to sign up.
07/24/2019

The ABCs of 529 savings plans

Learn ways to explore investment options and potential tax advantages.
07/23/2019

50/15/5: A saving and spending rule of thumb

It isn't about managing every penny. Track your money using 3 categories.
05/01/2019

How to invest tax-efficiently

Create a strategy to help manage, defer, and reduce taxes.
02/07/2019

What investment style meets your needs?

You may want to hire professional help or do it yourself.
12/11/2018

3 smart financial habits to get into during retirement

Manage these 3 things well and reduce your money worries as a senior.
11/16/2018

Estate planning checklist

Get organized, document your goals, and put a successful plan into action.
10/26/2018

Getting your affairs in order

It may not be a popular topic—but it is important to have a plan in place.
07/20/2018

Helping your (older) parents with their finances

Recognize the signs that help is needed and then be ready to step in.
05/16/2018

Managing a windfall (like a bonus or inheritance)

Make sure you put your new bonus or inheritance to its best use.
03/08/2018

Getting remarried (or married later in life)

Discuss these money matters with your future spouse before the big day.
03/05/2018

Providing for a special needs child

Get help creating a financial plan to last a lifetime.
03/02/2018

5 ways to protect what's yours

It's important to keep your key documents and beneficiaries up to date.
12/15/2017

Should I take a loan from my 401(k)?

If you're considering a 401(k) loan, here's what you need to know and the due diligence you need to undertake.
09/08/2017

Make charitable giving a win-win part of your wealth plan

Charitable giving takes a lot of careful planning, but it can be worth the effort.
06/28/2017

Have the finance talk with your adult kids

Keeping them in the dark on money matters could lead to chaos later on.
06/01/2017

Lessons learned: Don't throw good money after bad

Writer Jack Fehr shares his money mistakes and successes.
05/01/2017

What's the best way to save for college?

Get help deciding how much and how to save.
04/24/2017
Article

4 steps to funding an education

There's no one-size-fits-all plan for higher education, but with a little work you can figure it out.
02/06/2017

Bridging the gap to Medicare

Retiring early without employer retiree medical coverage? See your options.
12/08/2016

5 reasons you need an estate plan

An estate plan ensures your wishes will be carried out.
12/08/2016

Stay the course with your investment strategy

Successful long-term investors are patient and ignore short-term emotions.
12/01/2016

9 money lessons to take from the Great Depression

Get nine relevant tips from that historic era that can save your household money.
08/02/2016

Should you refinance your mortgage near retirement?

The decision to refinance may not be as clear-cut if you're close to retirement.
03/18/2016

8 tips to help maximize your retirement income plan

Get some simple strategies for your retirement income plan in your 50s and 60s.
12/28/2015

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