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Financial planning tools

As we get further and further away from ever balancing a physical checkbook, a few people may hold on to old Excel spreadsheet methods of controlling their finances, but most have moved on.

4 ways to show widows love on Mother's Day

Mother's Day is a special occasion where we are able to come together and appreciate all that the mothers in our lives have done for us. But for widows, Mother's Day may be a challenging reminder of what they have lost.

Loneliness of Me: finding community in a sea of women

One of the best ways to feel a sense of community as a widow is through some kind of group activity, whether that means a formal support group, or even just something from the comfort of your own home. Here are some ideas for finding community during a difficult time.

When a loved one dies: First steps

The death of a loved one is an emotional and heart-wrenching time, and attending to all of the details that need to be addressed in the days, weeks and months that follow can feel completely overwhelming. Here we have outlined some of the most important steps, broken down based on time-sensitivity.

Lessons Larry King teaches us

Whether your finances are complicated or straightforward, you owe it to yourself and your loved ones to be prepared. Even if you're not headed toward divorce.

Life Lessons in Success

Are you on a personal or professional development trek? Then this book is for you. The pages are filled with positive messages meant to refuel both your mental and emotional tanks.

Unexpected widows and inheriting IRAs the right way

That’s surprising. The IRA is one of the most common assets a couple will have in their portfolio. Yet, curiously, one area that receives very little attention is that of a surviving spouse’s inherited IRA.

Rethinking long-term care insurance

Of all the different kinds of insurance, the conversation about long-term care (LTC) insurance probably raises more questions than any other.

Ways to give back during the holidays

Giving back to your community during the holidays brings people together in the spirit of giving and helping others. Here are some suggestions for ways to spread joy to those in need.

It’s open enrollment period: where are your employee benefits?

Employers’ year-end open enrollment periods allow workers to adjust their health insurance and other benefit elections. Here are some steps to take when preparing to discuss your benefits.

How to avoid mistakes when dividing retirement assets during a divorce

It’s important to be aware of the tax consequences and potential delays involved in the transfer of IRA funds when negotiating the divorce settlement. Here's how to avoid common mistakes.

Reshaping your career

Has working from home given you a new perspective on your career? Answer these four questions to help you determine how a career change could impact your Return on Life.