The Advisor Blog

People discussing financials
Will vs. Trust: Know the Difference

Wills and trusts are common documents used in estate planning. While each can help in the distribution of assets at death, there are important differences between the two. What Is a Will? A last will and testament is a legal document that lets you direct how your property will be dispersed (among other things) when […]

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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

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How Will I Manage to Send My Child to College?

Being able to send your child to college is near the top of the wish list for most parents. But that diploma doesn’t come cheap.

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Health Insurance and COBRA: Sometimes You Can Take It with You

If you’re like most Americans, you count on your employer for health insurance coverage. But what would happen to your health insurance if you suddenly stopped working or no longer qualified for benefits?

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The ABCs of Finance: Teaching Kids About Money

Teach younger children some simple lessons today that will give them a solid foundation for making a lifetime of sound financial decisions.

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