Smarter Money

Smarter money, simply explained.

Short, practical reads on protecting your family, growing your savings and planning for retirement. New articles every two weeks.

Couple reviewing their household budget at the kitchen tableLife insuranceHow much life insurance do you actually need?4 min read Couple comparing coverage options on a laptopLife insuranceTerm vs. whole life: how to choose4 min read Parents holding their newborn at homeTerm lifeHow long should your term policy be?4 min read Couple reviewing their life insurance policy with an advisorTerm lifeWhat happens when your term policy ends?4 min read Hand dropping a coin into a piggy bankWhole lifeWhole life cash value, explained simply5 min read Couple going over their bills and paperworkWhole lifeIs whole life worth the higher premium?5 min read Laptop showing a market index chartIULHow IUL caps and floors work5 min read Advisor going over policy details with a clientIUL5 questions to ask before buying an IUL5 min read Retired couple reviewing statements at homeRetirementFixed annuity vs. CD: what's the difference?4 min read Retired couple reading an annuity contract togetherRetirementHow annuity surrender periods work4 min read Pen pointing at a rising chart on paperRetirementWhat a participation rate really means4 min read Retired couple spending time together at homeRetirementDo you need an income rider?4 min read Checklist written in a notebookPlanningA simple checklist for your yearly money review5 min read Family celebrating a college graduationPlanningSaving for college without derailing retirement5 min read Small business team working togetherBusiness ownersWhat is key person insurance?5 min read Business partners meeting in an officeBusiness ownersHow buy-sell agreements get funded5 min read
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