Articles Library
Date Category Title Description
D 9/29/2014 General Planning Inheriting Debt from a Family Member Find out who’s responsible for outstanding debts when a family member passes away.
D 8/25/2014 General Planning Preparing Your College Student for Financial Responsibility If you’re sending a child off to college, here are some tips to help your student manage his or her finances.

D 7/28/2014

Risk Management Rental Car Insurance: Are You Covered? If you’re renting a car this summer, reviewing the various insurance options ahead of time can help you keep costs down.
D 6/30/2014 Estate Planning Talking to Your Aging Parents About Their Finances It’s crucial to sit down with your parents to discuss the issues that may arise-before they need your help.
D 5/23/2014 General Planning The Budget Traveler: Tips for Booking Your Summer Vacation Online If a summer getaway is on your agenda, doing some online research is a great way to find deals.
D 4/28/2014 General Planning The TV Debate: Should You Cut the Cable Cord? Does the rising cost of cable have you ready to pull the plug? Before you do, here are some factors to consider.
D 3/25/2014 General Planning Key Points in the President’s 2015 Budget Proposal The budget’s more of a presidential “wish list” but could still impact America’s wealthy and middle class.
D 2/25/2014 Risk Management A Safety Reminder: Protecting Yourself from Data Security Breaches Guidelines to help you safeguard your accounts and your identity.
D 1/28/2014 Taxation Prepping for the Upcoming Tax Season—And Beyond If you typically file your taxes early to receive your refund faster, you’ll have to wait a bit longer this tax season.
D 12/23/2013 General Planning A Financial Checklist You Can Handle With the beginning of 2014 upon us, we’ve created a month-by-month checklist of some key financial tasks to consider throughout the year.
D 11/26/2013 General Planning Tips and Tricks for Smart Holiday Shopping Thoughts of crowded parking lots and long lines can be daunting. Ease the stress of holiday shopping with these smart strategies.
D 10/29/2013 General Planning Tips for Managing Your Finances After a Divorce Although settling into a new financial life takes time after a divorce, there are steps you can take today to help ensure a secure future.
D 9/30/2013 General Planning What You Need to Know About Health Care Reform Big changes are under way in the health care industry. These are the facts behind some common myths about health care reform.
D 8/27/2013 General Planning How to Handle a Financial Windfall If you find yourself on the receiving end of a windfall following this advice will help you make the most of your good fortune.
D 7/24/2013 General Planning Curbing the Costs of Health Care Health care expenses are a major concern for people of all ages, from retirees to recent grads.
D 6/25/2013 Retirement Planning The “Magic Age”: What You Need to Know About Social Security Claiming Strategies Choosing the right social security claiming strategy can help you and your spouse maximize your benefits.
D 5/28/2013 Estate Planning Avoiding Inheritance Conflict in Your Family Even in the most close-knit families, an inheritance can cause a feud if the deceased hasn’t left a detailed plan.
D 4/30/2013 General Planning Getting on the Right Financial Track After Graduation According to the Project on Student Debt, an initiative sponsored by the Institute for College Access & Success, graduating seniors carried an average of more than $26,000 in student loans in 2011.
D 3/25/2013 Retirement Planning Preparing for Medicare Enrollment To help ensure that you make the best Medicare choices, here are some steps to take before you turn 65.
D 2/26/2013 Risk Management Buyer Beware: Tips for Safe Online Shopping While cyber shopping can be a convenient way to find bargains, it’s important to protect your identity and financial information.
D 1/28/2013 Taxation Tax Filing Tips for 2012 Taxes The New Year has brought with it new tax legislation. Some of the changes will affect your 2012 taxes, while others won’t kick in until tax years 2013 through 2017.
D 12/27/2012 General Planning Improving Your Financial Health in 2013 For months, the media has focused on the fiscal cliff. But that discussion shouldn’t overshadow positive developments in the U.S., nor should it stop you from making improvements to your financial health in 2013.
D 11/26/2012 General Planning Baby Boomers on the Move: What to Consider If You Are Planning to Relocate Like many other baby boomers, with your kids out of the house and a surplus of empty space and time, you may have thought about moving. If you are considering relocation, you’ll want to read this list of tips.
10/30/2012 General Planning Avoiding a Personal Financial Filibuster Is the current political race getting in the way of your financial plan? Depending on the way the data is manipulated…