The Guide to Infinite Banking: How It Works & Who It’s For
In this post, we discuss infinite banking. Learn how it works, if it’s right for you, and alternatives.
Financial Advice
We know planning for the future can be complex, that’s why we have a variety of articles with financial advice, including estate planning, retirement planning, and personal finance.
Your Estate Planning Checklist & Next Steps
No matter how much money you have in the bank, estate planning is important. Here we make seven basic suggestions to get you on track to managing your financial future.
What Happens to My Debt When I Die?
What happens to your debts after your death? It often becomes your heirs’ responsibility. In this post, we explain how life insurance can financially protect your loved ones from debt you leave behind.
15 Essential Financial Questions to Ask Before Marriage
Getting married? Here are the important finance questions you should ask your partner before the big day.
Social Security 101: Understanding the Basics
It’s never too soon to start planning for retirement. Social Security benefits make up a large portion of your retirement income. Here we explain how Social Security works and how life insurance may come into play.
What Is a Community-Property State? How Does It Impact Your Assets?
In the U.S. there are nine community property states. Here we briefly discuss how community property laws affect a couple’s finances.
The Difference Between a Will and a Trust
In this post, we explain the differences between wills and trusts and when you need one.
10 Questions to Ask About Benefits Before Accepting a New Job
In this guide, learn what questions to ask a job interviewer and human resources department regarding job benefits.
What Is a Will? How Does a Will Work?
A will is one of the most important legal documents you can have. Here we explain what a will does, what it doesn’t do, and why it’s so essential.
How to Prepare for Death: 7 Tasks You Need to Complete
In this post, we discuss four documents we should have in place to make sure our end-of-life wishes are carried out and to not burden our loved ones with the additional stress of figuring it out on their own.
Tips on Donating to Non-Profit Organizations
In this post, we share tips you can use to make sure your monetary donations are going to legitimate and reputable non-profit organizations and charities.
A 2022 Guide to Making Retirement Goals
This guide will help you make retirement goals and set yourself on the right path to meet them.
How To Have a Successful No-Spend Month
In this post, we share tips to have a successful no-spend month.
Do You Know How You Will Pay Your Long-Term Care Costs?
In this post, we discuss types of insurance that can cover long-term care, those that don’t, and compare options for you so you can plan for long-term care costs.
Managing Your Debt and Staying on Track
In this post, we talk debt. Good versus bad debt, and tips on paying it off.