Editors Pick

Homeowners juggling a mortgage and lingering student loans often wonder whether refinancing can create some much-needed financial breathing room. Turning home equity into a tool for debt repayment can lower monthly payments, simplify obligations, or even reduce interest costs but it also carries serious risks. Before using your house to eliminate education debt, it’s important […]

If you’ve combined your finances with a spouse for years, it might come as a shock to have to shoulder the responsibility of filing your taxes solo again after a divorce. But don’t panic: While there is some information that will make filing as a divorced person a bit easier, you’re not in for any […]

Hopefully, your retirement is a lifelong goal you (and potentially your spouse) are working towards. Or maybe it’s a scary transition you have no idea if you are ready for. Regardless, it can be difficult to figure out the perfect time to actually quit work for good. If you are nearing the end of your […]

Understanding the difference between an investment adviser and a wealth broker is essential when deciding how to manage your money. Both play meaningful roles in the financial world, yet each serves clients in very different ways. One focuses on offering personalized guidance and long-term planning, while the other helps you execute the trades needed to […]