Articles
Below are several articles you may find useful; click any link to read.
Education
- 529 Plans vs. Other College Savings Options
- ABCs of Financial Aid
- How Grandparents Can Help Grandchildren with College Costs
- Saving for College
Estate
- Advanced Estate Planning Concepts for Women
- Basic Estate Planning
- Caring for Your Aging Parents
- Charitable Giving
- Family Business Succession Planning
- Key Estate Planning Documents You Need
- Loss of a Spouse
- More on Charitable Giving
- Trust Basics
- Women and Estate Planning Basics
Financial Planning
- 2016 Key Numbers
- A Business Plan Can Be Your Guide to Growth
- Concentrated Stock Positions: Considerations and Strategies
- Protect Yourself Against Identity Theft
- What is a CERTIFIED FINANCIAL PLANNER™ Professional?
Health Care
Insurance
Retirement
- 401(k) Plans
- A Retirement Income Roadmap for Women
- A Woman's Guide to Health Care in Retirement
- Active vs. Passive Portfolio Management
- Basic Retirement Planning
- Bonds, Interest Rates, and the Impact of Inflation
- Deciding When to Retire: When Timing Becomes Critical
- How Much Annual Income Can Your Retirement Portfolio Provide?
- In-Service Withdrawals from 401(k) Plans
- Investing Basics
- IRAs
- Saving for Retirement
Social Security
- Planning for Social Security
- Social Security Retirement Benefit Basics
- Social Security: What Should You Do at Age 62?