Basic Finances for Small Businesses: A Resource Guide

More and more women have become successful in launching and growing their own companies. Small businesses owned by women is growing 50% faster than the total number of small businesses, according to American Express. Guardian Small Business Research Institute projects …

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Variable Annuities: One Size Does Not Fit All

Are you trying to decide whether it’s a good deal to buy a variable annuity? The reality is that while variable annuities can be beneficial to some long-term investors, in many cases, the costs of fees and charges may outweigh …

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Annuities: Why You Need to Know How They Work

It is important to know how annuities work because many financial planners recommend them to their clients for retirement planning purposes. Does that mean you need one? Learning more about annuities can help you decide. We all know we should …

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Lump Sum Pension Payments

A pension plan may have an option that allows you to take your entire pension benefit as a lump sum instead of receiving monthly payments. How do you make the best financial decision?  When considering a lump sum, ask yourself …

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Checklists for End-of-Life Planning

One of the most important things you can do for the people who mean the most to you is prepare for when you are gone. Having your financial affairs, materials and end-of-life instructions in order will give you all peace …

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Marriage and Finances: Planning for the Unexpected

There are many benefits to being an active participant in managing the household finances when you are married. One of those benefits, while not easy to think about, is being better prepared to deal with some of life’s unexpected events. …

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Retirement Plans Rollover Chart

The Retirement Plans Rollover Chart will help you figure out what options you have for moving your money from one retirement account to another.

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