Mother's Day: Best Financial Tips for Mothers
How might a mother make wise financial choices with her future in mind? This article covers numerous paths to consider.
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What Are SLATs (Spousal Lifetime Access Trusts) and Who Are They For?
This blog will explain what Spousal Lifetime Access Trusts (SLATs) are and who they might be good for.
Social Security and Your Spouse
Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.
Retirement Strategy: How Retirement Strategy Has Changed
How has your retirement strategy changed over time? This article explains several types of retirement strategies, and explains several of the factors to consider as you plan for your golden years.
Roth IRA vs. Roth TSP: Which Is Right for Your Military Family?
When it comes to retirement strategies, military families have some unique savings options.
It's Life Insurance Awareness Month: Should You Have Multiple Life Insurance Policies?
Whether you need more than one life insurance policy will depend on your personal and financial situation. In this article, we explore some of the reasons one might purchase additional policies.
62, 70 or Somewhere In Between? It's Time to Answer the Question Once and For All: When Should I Claim Social Security?
Deciding to wait or claim Social Security benefits is a personal decision. Here are some important factors anyone nearing or in retirement should consider now.
Survey Says: 80% of Americans Lack Retirement Planning Knowledge. Here's What to Start Doing Differently Right Now
You know you need to start preparing now for a peaceful retirement, but sometimes it's hard to know where to start. If you're uncertain about your next steps, here are 6 things to start doing differently right now.