Personal Finance

Friday, October 13, 2017

Why Use Life Insurance in Estate Planning

Take a closer look at some of the benefits of owning life insurance such as liquidity, estate equalization, and protecting your legacy and learn about the useful role life insurance plays in the estate planning process.


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Friday, September 29, 2017

Caring For Your Aging Parents

Caring for your aging parents is something you hope you can handle when the time comes, but it's the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little easier. Some people live their entire lives with little or no assistance from family and friends, but today Americans are living longer than ever before. It's always better to be prepared.

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Wednesday, September 20, 2017

The Equifax Data Breach

In an increasingly digital world, privacy protection and cyber security is as important as ever. Equifax announced on September 7, 2017 a cybersecurity data breach incident potentially impacting approximately 143 million U.S. consumers. Here's what you should know about the event and where you can go to get more information.


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Digital Deception: Current Trends in Cybercrime

Cybercrime is one of the risks of today's digital world. It's important to be aware of the trends in cybercrime and the ways you can help protect your identity and privacy. Learn more about what's happening in cyberspace today and be sure to think before you click.



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Thursday, August 31, 2017

The ABCs of 529 Plans

If you're already saving for college, you've probably heard about 529 plans. 529 plans are revolutionizing the way parents and grandparents save for college, similar to the way 401(k) plans revolutionized retirement savings. Americans are pouring billions of dollars into 529 plans, and contributions are expected to increase dramatically in the coming decade. Where did these plans come from and what makes them so attractive?



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Monday, August 14, 2017

Evaluating Your College Savings Withdrawal Strategy

Congratulations—your child has been accepted into college! As you prepare for this exciting transition, it is likely that you have been saving for some time, and now you are ready to start withdrawing from your college savings account(s). As you begin the process of developing an appropriate spend-down strategy, it is important that you consider how to distribute your assets in a tax-efficient manner while leveraging financial aid benefits and continuing to maximize current savings.



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Tuesday, August 1, 2017

Saving for Retirement and a Child’s Education at the Same Time

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge. But take heartyou may be able to reach both goals if you make some smart choices now.



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