Could a Health Savings Account Work for You?

  Could a Health Savings Account Work for You? Do medical expenses cost more than you’d like? Do you wish... View Article

Estate Planning for LGBTQ+ Married Couples

On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex... View Article

Five Tips to Help Couples Talk About Money

Money discussions can affect your relationship, especially if you put those talks off too long. You and your partner need... View Article

Four Ways to Avoid Money Spats with Your Partner

Under the influence of romance, it is easy to be distracted from practicalities. But couples that can’t agree on how... View Article

Does Your Credit Need Repairing?

Presented by Kevin Moore and Jake Rivas Many people had their financial plans derailed in 2020. You or a spouse... View Article

Real Estate and Self-Directed IRAs

Presented by Jake Rivas Self-directed IRAs are almost identical to traditional IRAs: They both allow you to save money in... View Article

Your Guide to Medicare Planning

Presented by Kevin Moore and Jake Rivas Did you know that the total projected lifetime health care costs (excluding long-term... View Article

How Do Restricted Stock Units Work?

Restricted stock units (RSUs)—a contractual right to receive company shares or an equivalent cash payment at some point in the... View Article

A Solution to the Password Problem

Whether you’re looking to make a New Year’s resolution or you’re simply trying to implement some information security best practices,... View Article

Preparing for Medicare Enrollment

It’s a few months before you turn 65. You check the mail and find the box overflowing with materials from... View Article