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Oct 30, 2018

Test Your Knowledge of Credit Scores

credit score ranking check boxes with excellent checked The common misconceptions about your credit score and why it's important to check your credit score at least once a year.

Sep 13, 2017

Buy or Lease Your Next Car?

what does it mean to lease a car, how much to lease a car, how much does it cost to lease a car Considering a new car? Is buying or leasing a car the right financial move for you? What does it mean to lease a car? We have the answers! Talk to our planner today.

Sep 01, 2015

There’s No Good Excuse for Neglecting This Financial Step

how much life insurance do I need, how much life insurance, how much life insurance do you need Ric Edelman explains how to overcome three excuses for not having life insurance and why it’s important to have a policy that protects your loved ones.

Oct 15, 2018

Q&A: A Reverse Mortgage to Cover Extra Expenses?

House sitting on money Taking out a reverse mortgage can be a viable to cover extra expenses, but it depends on your specific situation.

Oct 18, 2018

Q&A: How Can I Earn More Interest With Low Risk?

Chart and pencil on newspaper Why the price you pay for safety and liquidity is expressed in the form of a low interest rate.

Oct 30, 2018

Q&A: When Should I Call My Financial Advisor?

woman using a phone Certain life events can be a great time to talk to a financial advisor.

Oct 15, 2018

Q&A: Investing a Lump Sum?

If you had a lump sum of $180,000 to play with, how would you invest it?

Oct 05, 2018

Q&A: Should I Use Investment Money to Pay Off a Home Equity Loan?

Home on pile of money It might be tempting to use extra cash to pay off your home, but it's really best to see what the numbers say before you do.

Oct 25, 2018

Q&A: Competing Financial Goals

How to prioritize competing financial goals and why saving for retirement is more important than investing in a 529 if you have to choose.

Sep 16, 2013

Protecting Your Largest Financial Asset

Protecting your largest financial asset. Disability insurance is expensive, but you need it. Ric Edelman explains why disability insurance is the most important type of insurance.