Sandwich generation stuck between aging parents and children
Although much attention has been given to aging baby boomers and the potential wealth transfer
Wills Estates Trusts
The great debt transfer: debt inheritance
As baby boomers age, an inheritance wave dubbed the “great wealth transfer” is underway. What’s
Taxes when a loved one passes
More Americans are dealing with estate and trust taxes as their baby boomer parents and
Wealth building tool for Hispanics
Hispanic Americans are less likely to carry life insurance than the average American, missing out
Women less likely to receive intergenerational wealth transfers
Things don’t look good for the state of women’s financial well-being into retirement, especially considering
Life insurance to close the racial wealth gap
Black Americans are more likely to carry life insurance than the average American, but their
3 experts you should talk to before buying life insurance
Many people treat life insurance as completely separate from financial planning and budgeting. As Rosalyn
How to set up a life insurance trust for your child
For parents, the safety and well-being of their children is paramount — and most people
Should you name your minor child as your life insurance beneficiary?
If you recently became a parent, the safety and well-being of your child is paramount.
Can you take life insurance on someone else?
Life insurance is usually used to cover your own death and to provide for your
What is joint life insurance?
The well-being of children, spouse, and other family is a motivating reason for most to
What is survivorship life insurance?
Married couples can get separate individual life insurance policies, but there are also joint life