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Tag: money

Theme Park Vacations

Ask an Advisor: Walt Disney World’s Exciting Changes

November 09, 2023. Sarah Hopkins

How will the latest changes affect your vacation? We went to our most magical travel advisors to find out.

Retirement

Is It Better to Take RMDs Monthly or Annually?

November 08, 2023. SmartAsset

The best way to take required minimum distributions from retirement accounts depends on your financial situation.

Budget-Wise & Holiday Highlights

Holiday Budget Tips

November 06, 2023. Robert Yaniz Jr

It’s the most expensive time of the year. Don’t start the new year off broke – plan ahead!

Life Insurance

Term vs. Whole Life Insurance: What Is the Difference?

November 03, 2023. Robert Yaniz Jr

Thinking about life insurance but not sure if you should go with a whole or term policy? We explore the basics of each to help you determine which plan is right for you.

Air Travel

Foreign Currency Exchange Do’s and Don’ts

November 01, 2023. Sarah Hopkins

Headed abroad? You’ll need some local currency. Here’s how to get the most out of your money.

Savings

The Importance of Comparison Shopping

October 27, 2023. Andrew Sheldon

Receiving just one additional quote on your loan could save you thousands of dollars in the long run.

Retirement

5 Questions to Ask When Choosing a Financial Advisor

October 25, 2023. SmartAsset

The questions you ask can help you find the financial advice to work towards your goals

Auto Insurance

Car Insurance FAQ

October 24, 2023. Vanessa Young

Understand car insurance basics so you can opt for the best protection for you and your vehicle.

Auto Loans

When Do You Need a Cosigner for a Car Loan? 

October 20, 2023. Andrew Sheldon

If you’re young or have poor credit, a cosigner can provide a big boost to your car loan application.

Supplemental Health

Tips for Choosing Supplemental Dental Insurance

October 20, 2023. Paul Grimaldi

Do you need to fill a gap in your health care insurance plan with supplemental dental insurance?