Latest Articles

Retirement

• How Women Can Prepare For Retirement
• FIRE Retirement
• Split Annuity Strategy
• Helpful Retirement Strategies for Women
• Introducing the 530A Accounts

Investment

• Understanding Equity Compensation
• Estimating the Cost of College
• How Stocks Work
• Pullbacks, Corrections, and Bear Markets
• How to Invest in LGBTQ+ Friendly Companies
• The Pros and Cons of an NUA Strategy
• Required Reading: The Economic Report of the President
• The Utility of Sector Investing
• The Anatomy of an Index
• Alternative Investments - Going Mainstream

Estate

• 3 Estate Challenges for Blended Families
• Trends in Charitable Giving
• Problems with Probate
• Four Steps to Valuing an Estate
• Intellectual Property and Your Estate
• Estate Strategies of the Rich and Famous
• How Often Should You Update Your Estate Strategy?
• A Brief History of Estate Taxes

Insurance

• The Value of Insuring Against Life’s Risks
• Dog Bites Neighbor. Now What?
• The Cost of Medical Care
• What to Look for in an Extended-Care Policy
• Inventorying Your Possessions

Money

• The Many Ways to Measure Inflation
• Saving Early & Letting Time Work for You
• Exploring the Federal Student Grant Program
• U.S. Personal Savings Rate
• The Lowdown on Those Free Credit Scores
• Making a Charitable Contribution
• Buying vs. Leasing a Car

Lifestyle

• Financial Aid for Students 101
• Retiring Wild: National Parks and You
• Personal Finance Tips for Military Families
• Pickleball in Retirement
• A Path to Serenity and Smart Money Choices