Money Management Articles

Wills & Estate Planning

What goals can you accomplish with a trust? - 10/15/2015
Should a trust be part of your estate planning? Trusts are typically associated with the very rich, but a surprising number of people use them to solve a variety of problems or achieve a range of different objectives.

Protect your loved ones by learning life insurance basics - 9/30/2015
When you think about life insurance, you may dismiss it as something only older people need. At its very basic, a life insurance policy is taken out on someone's life that pays out when the insured dies, helping to financially protect dependents and loved ones.

Annuities -- basics, pros and cons - 9/14/2015
Many things in life are uncertain and retirement is no exception. The recent stock market plunge is proof enough. With longer life spans and unpredictable economic factors, investors are looking for ways to stretch their retirement dollars. Annuities are one way to help provide you with a steady stream of income during your retirement years.

Three things to know about reverse mortgages - 8/4/2015
One of the retirement planning resources that has gained interest in recent years is the reverse mortgage. A reverse mortgage allows you to convert part of the equity in your home into cash without paying additional monthly bills. If you're 62 or older -- and want money to pay off your mortgage, or pay for other expenses -- you may consider a reverse mortgage.

Get out of debt (and stay out) - 6/11/2015
On average, American households have about $15,000 of credit card debt, according to NerdWallet. If you're struggling to pay off your outstanding balances, or if you're tired of high interest costs, the Minnesota Society of CPAs (MNCPA) explains the best ways to get out from under those bills.


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