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June 2019

Disability Insurance

A One-in-Four Chance

June 26, 2019 | Jason Speciner
Is your financial plan complete? Considering a 20-year-old today has a 25% chance of becoming disabled during his or her working years, disability insurance is an important consideration. Learn about coverage options and the value of protecting your income through accident and sickness insurance.
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UGMA and UTMA

Giving Money to Kids, Part 3: Minors Trust, UGMA and UTMA Accounts

June 19, 2019 | Jason Speciner
Looking for more ways to give money to the kids in your life? If Section 529 plans, Coverdell accounts, and IRAs don’t seem like the right gifting vehicles for you, the options in part 3 of our series may be of interest. Read on to learn the ins and outs of the Minors trust as well as UGMA and UTMA accounts.
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Back to Basics: 3 Ways to Pay Down Debt

Back to Basics: 3 Ways to Pay Down Debt

June 12, 2019 | Jason Speciner
What’s the difference between “good” and “bad” debt? Get a snapshot of debt levels in the U.S. today — and learn three of the most-used methods for paying it off.
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