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Understanding the Estate Planning Process

It is common for people to put off planning their estates. After all, no one wants to anticipate his or her own death. In addition, many people may believe that only the wealthy require estate planning or that all that is involved is tax planning, which can be done “later.” They may well be wrong on both counts.

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Alternative Saving Options: When You Already Have a Knack for Budgeting and Saving

If you’ve moved beyond basic financial advice—live below your means and set aside funds for a rainy day—you may be wondering what to actually do with these rainy-day funds. With inflation on the rise, keeping excess cash in a checking or savings account could erode your purchasing power over time.1 What should you do to put these extra funds to use? Below, learn more about four alternatives to checking and savings accounts.

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Financial Planning Tips for Young Adults

Whether you’re still living at home, in school, or starting your career, your late teens and twenties present a prime opportunity to think about your financial future. Though you may not hit your peak earning years until your 40s or 50s, learning positive financial habits early might help support you when you need it later.1 Below, we’ll discuss a few of the helpful financial planning tips for young adults.

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Preparing for the Worst: Disaster Planning

Given the daily responsibilities of running a business, planning for an event that may or may not happen may not seem to be a priority. But by preparing for a major disaster, your company will be in a better position to cope with more common disruptions, such as power...

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Creative Solutions for College Sticker Shock

Imagine your reaction to the following scene: You return home from work one night to find your teenage daughter running gleefully about with a letter in her hand. When you calm her down, she tells you that she has just been accepted to the incoming freshman class of a...

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