Topics A-Z
Beneficiaries
Your beneficiaries on your life insurance, IRAs, 401(k)s and other retirement-savings accounts determine who inherits the money after you die. Your beneficiary designation supersedes your will, so it’s essential to keep these designations up to date.
How to Set Up a Trust: The Who, Why, When and How
Trusts aren't just for the wealthy. Work with a CFP® professional to determine if a trust fits your estate plan.
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Establishing a Positive Financial Legacy: The Importance of Estate Planning
Estate planning isn't just for the wealthy. Having an estate plan ensures our loved ones will benefit both economically and psychologically when we pass.
Insurance and Your Financial Plan
Insurance provides payment due to loss of life, income, assets or future earning potential.
5 Tips to Consider When Giving Money to Your Grandchildren
Work with a CFP® professional for guidance on incorporating personal gifting goals, such as helping with grandchildren's education costs, into a financial plan.
When Is the Right Time to Find a Financial Planner?
Working with a CFP® professional can help you gain the confidence to feel more financially secure as you navigate significant life changes.
2020 Tax Changes
Here’s what you need to know to file your 2019 tax return, including some of the bigger 2020 tax changes.
Love and Money 10 Tips for New Partners to Seamlessly Plan Together
Learning how to manage money together can be a rewarding way to bond with your partner.
What is Estate Planning - Learn How to Protect Your Heirs When You Are Gone
A comprehensive estate plan tailored to your needs, your legacy and your heirs will provide peace and security for when you’re no longer with them.
5 Steps to Help Pre-Plan Your Funeral
Pre-planning your funeral is not easy, but doing so can help your loved ones focus on celebrating your life and honoring your legacy.
5 Inheritance Mistakes to Avoid
Any time you mix emotions and money, there are bound to be issues that arise. So make sure you avoid these common pitfalls around the process of inheritance.
Giving Back More Than One Way to Support Your Alma Mater
The best way to give depends on a multitude of variables, including the size of the gift, its intended impact and the donor’s financial circumstances.