Articles by Liz:

Planning for Market Uncertainty: 5 Things to Consider If the Market Is Shaky

If you're retired or nearing retirement, market uncertainty can feel unnerving. After you've spent...

Two seniors talking with a financial professional.

How to Recognize Tax Scams During Filing Season

Between gathering documents, figuring out deductions, and making sure everything is done correctly, the...

Worried person on couch, looking at phone.

Estate Tax vs. Inheritance Tax: What’s the Difference?

Estate planning involves preparing to leave a legacy after you're gone, typically by transferring your...

A multigenerational family sitting in a park.

Annuity vs. IRA: What’s the Difference?

Planning for retirement is a journey filled with important decisions. Your main focus is likely ensuring...

A couple takes a selfie while sitting on the ground.

Annuity vs. 401(k): Which Option Complements Your Retirement Goals?

Planning for a comfortable retirement is a journey full of important decisions. You want to have a...

A couple holds hands on a beach.

Will vs. Trust: What’s the Difference?

You've likely accumulated assets throughout your life, whether you own a home, bought a car, or built...

An older couple walks on a beachside promenade.

National Financial Awareness Day: 7 Goals to Set for 2024

National Financial Awareness Day, celebrated each year on August 14 since 2019, isn't just about knowing...

A couple embraces while using a laptop.

What Is a Mini Retirement?

People are increasingly challenging the traditional concept of retirement. As work-life balance becomes...

Senior couple smiles while looking at papers at their kitchen table.