Stern & HeatwoleSep 1, 20213 minTo Buy or Not to Buy . . . When Do You Need Life Insurance?Learn how various stages of life can affect your life insurance needs.
Stern & HeatwoleAug 1, 20215 minA Crash Course in 529 Plans and Their Impact on Financial AidWhen you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool.
Stern & HeatwoleJul 1, 20215 minEstate Planning for LGBTQ+ Married CouplesAfter the historic Obergefell decision, it’s important for LGBTQ+ couples to comprehensively review their estate plan.
Stern & HeatwoleJun 10, 20214 minUnsure When to Claim Social Security? Timing Has Its BenefitsWhen it comes to the amount of your social security benefits, you have a choice in the matter.
Stern & HeatwoleMay 18, 20215 minDoes Your Credit Need Repairing?After a tumultuous financial year, follow these suggestions to get your credit in tip-top shape.
Stern & HeatwoleApr 20, 20213 minTo Keep or Not to Keep: A Guide to Common Records-Retention QuestionsIf you’re wondering whether to hold onto some common financial documents, follow these record-keeping rules of thumb.
Stern & HeatwoleApr 6, 20214 minA Starter Guide to Selling Your HouseIf you’re getting ready to sell your home, know the steps you need to take before finalizing the deal.
Stern & HeatwoleFeb 23, 20214 minTax Season Scam AlertTo help you steer clear of this year’s top tax scams, learn the red flags to watch out for—along with some timely filing reminders
Stern & HeatwoleFeb 3, 20216 minYour Guide to Medicare PlanningWe’ve assembled a Medicare planning guide detailing who is eligible, which services are covered, and how to avoid potential penalties.
Stern & HeatwoleDec 22, 20204 minLast-Minute Charitable Giving OpportunitiesThanks to tax-efficient giving incentives in the CARES Act, you can make the most of your charitable donations this year.
Stern & HeatwoleNov 24, 20205 minSolutions for Managing Student Loan DebtStudent loan debt is a huge financial challenge for many. Learn how to implement a long-term solution for managing it.
Stern & HeatwoleOct 22, 20203 minAre You an Intelligent Investor?Discover how you can be a wiser investor with tips and strategies from the father of investing himself, Benjamin Graham.
Stern & HeatwoleSep 22, 20204 minYear-End Financial Planning ChecklistWith the fourth quarter fast approaching, we’ve assembled a 10-item checklist to help you get your finances in order for 2021.
Stern & HeatwoleAug 25, 20204 minEstate Planning Update: How the SECURE Act Affects IRA BeneficiariesLearn how the SECURE Act changes the rules for IRA beneficiaries and the options available to help mitigate the tax burden.
Stern & HeatwoleJul 27, 20203 min5 Inspirational Authors to Enjoy This SummerIf you’re craving an inspirational read that will bring joy to your life, consider these 5 books—all written by amazing women.
Stern & HeatwoleJun 23, 20204 minIs Now the Time to Buy or Refinance?With interest rates at historic lows, review these pros and cons to decide whether it’s a good time to buy a home or refinance.
Stern & HeatwoleMay 26, 20204 minShould You Save for Retirement or for a Child’s College Education?Learn how to balance saving for your retirement and saving for your children’s education.
Stern & HeatwoleApr 20, 20204 minTips for Teaching Your Children About MoneyLearn best practices for educating your children on how to spend and save money responsibly.
Stern & HeatwoleMar 23, 20204 minScam Alert! Protecting Yourself and Your FinancesLearn how staying abreast of the latest scams can help you keep your money and personal information safe.
Stern & HeatwoleFeb 19, 20204 minAnswering Your Biggest Questions on the SECURE ActLearn the details of this groundbreaking retirement legislation.