
3 min read
Should you digitize your financial documents?
When it comes to securing your financial details, a mix of digital files and paper copies can help you boost document protection for important records.

5 min read
A few questions can help you decide if you need a trust as part of your estate plan.

4 min read
7 early-retirement health care options to help protect your budget
Whether life threw you an early retirement curveball or you’re ending your working years as soon as you can, there are ways to bridge the health care insurance gap and guard your savings.

3 min read
Health care records that can help protect your finances
Assembling key health care records can help equip your loved ones with the estate planning tools they need to deal with stressful times.

6 min read
Why you might need a trust in your estate plan
What’s a trust? How is it different than a will? Do you need one? Learn how this estate planning option can benefit you and your family—now and in the future.

5 min read
Do you have enough disability and life insurance? These 3 questions will help you find the answer.
Help protect your paycheck and your family by making disability and life insurance part of your financial plan. Here are 3 steps to make sure you’re covered.

6 min read
A decade-by-decade plan to save for rising health care costs in retirement
Your retirement savings strategy changes from decade to decade. Here’s how to adjust your health care cost savings plan as you age, too.

5 min read
What to look for when choosing benefits for open enrollment
The end of the year gives you a chance to adjust contributions and coverage for a range of benefits, including 401(k), insurance, and more.

5 min read
Options for college savings are wider than you might think. Explore six different types, from life insurance to Roth IRAs, to find the right combination for you.

4 min read
When you organize your estate planning documents, think beyond a will and life insurance.