Personal Finance Advice and Commentary

Monday, June 15, 2015 7:00 am
By Dr. Don Taylor ·

So-called “robo-advisers” can provide investment advice with low AUM fees and account minimums.

Friday, May 08, 2015 7:00 am
By Jennie L. Phipps ·

Everybody ought to have an estate plan, but if you have no spouse, it is particularly important to put your wishes in writing.

Tuesday, December 30, 2014 12:00 pm
By Jennie L. Phipps ·

End the year by ensuring that your loved ones can find your logins, passwords and other vital information.

Tuesday, December 23, 2014 11:00 am
By Jennie L. Phipps ·

When it comes to giving financial gifts, fairness doesn’t necessarily mean giving equally.

Thursday, November 27, 2014 6:00 am
By Jennie L. Phipps ·

When the family gets together for the holiday, it’s a good time to make plans.

Friday, October 31, 2014 3:38 pm
By Janet Reusch ·

Estate planning is evolving rapidly in the digital age. Learn how to solidify your legacy.

Wednesday, July 16, 2014 7:05 am
By Dr. Don Taylor ·

It’s better to come to grips with an eventuality by looking at the basics of estate and life planning.

Wednesday, July 09, 2014 2:26 pm
By Jennie L. Phipps ·

Learn why telling your adult children about your finances and how much they are likely to get when you die is a good idea.

Thursday, June 26, 2014 6:05 am
By Sheyna Steiner ·

Financial planning for LGBT couples is still complicated by legal issues for many people.

Tuesday, June 18, 2013 3:41 pm
By Jennie L. Phipps ·

Here are three ways to make sure your heirs fight after you die.

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