Explore Our Articles

The kind of account you start with will depend on your goals and what your bank offers. Opening an account is easy

Is Social Security actually secure? If not, what should be done to fix it and who bears the cost?

So, you’re ready to buy your first house. Of course, you’re excited, but you’re also nervous because you don’t want to make a rookie mistake. Here are some tips to help you successfully navigate the process

Is bundling policies with the same insurer the right thing to do? Here are some pros and cons of bundling your insurance to help you make your decision

You might be a candidate for refinancing. But how do you know if that is right for you?

Buying a home for the first time is one of the most meaningful experiences in your life. But finding the home is just one step in the process

Families with children typically have three important financial objectives: buying a home, saving for college, and building retirement capital. That is a daunting challenge.

One of the hot estate planning strategies earlier in this century was to name a minor child as the surviving beneficiary of an IRA. The child would have to take Required Minimum Distributions (RMDs) from the IRA every year

Name an emergency situation with a relatively large price tag. If you answered roof repair or replacement (or any major home repair), a new transmission for your car, emergency medical expenses not covered by insurance, or living expenses after a job loss, you have a good understanding of what an emergency fund can be used for — and how important it is to have one.

President Biden’s ambitious American Families Plan is billed as “an investment in our kids, our families, and our economic future.” That investment comes to life in the form of programs designed to help families cover the basic expenses with which so many struggle, lowering health insurance premiums, and continuing the American Rescue Plan’s historic reductions in child poverty.

The debate over whether to give kids an allowance is as old as the practice itself, but the benefits of giving kids an allowance are clear. Kids who get an allowance are more financially savvy later in life than those who don’t, and are less likely to abuse credit as adults.

Credit cards are a secure, convenient alternative to using debit cards, checks or cash to make purchases. They can serve as a powerful money management tool and can help you boost

In an era during which convenient financial technology tools — such as Google Pay, Venmo and Apple Pay — are all the rage, do you need a checking account? The answer is a definitive yes. Here’s why

A personal line of credit (PLOC) enables borrowers to withdraw funds for a set period of time – known as the “draw period” – on an as-needed basis. A draw period can last for several years. Lines of credit are helpful if you need access to cash

The increase in the amount exempt from federal estate tax to $10 million per taxpayer (plus inflation adjustments) has been a game changer for estate planners.