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Beneficiary Checklist

15 critical questions toward guaranteeing that your hard-earned money will pass to your loved ones as intended, because the beneficiary form trumps all other documents, including your will.

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Household Spending Budget Worksheet

An useful tool for designing and predicting retirement income needs with reference data from national averages for seven major categories of expenses.

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Consumer Tips for Purchasing Insurance

How to be sure you are making smart decisions that will safeguard the financial future of your loved ones.

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What You Need to Know About Life Insurance

I’m retired now, why would I need life insurance at this point? Can I be sure my loved ones will be able to get by when I die? How much might be needed so I don’t have to worry? What features would be most valuable to consider in my situation? There are so many choices… what types should I consider buying and why?

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Getting Your Affairs in Order

End-of-life planning sounds like something you do, well, towards the end of your life. But the reality is, no one knows what tomorrow will bring. These 10 steps will help you get your affairs in order, and provide you with the peace of mind of knowing that your wishes are clear and that your loved ones will be taken care of with a smart end-of-life plan.

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