Someone's Will with the words

Taxes

How Does Inheritance Tax Work?

Thinking about how to handle a potential inheritance tax on your new inheritance can start to feel overwhelming really fast. Not to worry - we’ll walk you through how it works.

A woman holding a financial power of attorney pamphlet.

Leaving a Legacy

What Is a Financial Power of Attorney?

Don’t get intimidated by all the syllables and ten-dollar words. A financial power of attorney isn’t anything fancy. It’s just a piece of paper that can save you a heap of trouble.

An engaged couple holding hands as they think about combining investments.

Investing & Retirement

Marriage and Investments: What You Should Know

There’s a reason why most married millionaires have been married, on average, for more than 30 years. When you work together toward a common goal for that long, you can accomplish almost anything! Here are some tips to help you and your spouse get on the same page with investing.

A man is learning how to file for bankruptcy by using a bankruptcy checklist.

Getting out of Debt

How to File for Bankruptcy

Filing for bankruptcy isn’t a decision to make lightly. Here’s what you need to know about each step of the bankruptcy process so you can make the right choices for your situation.

A smart phone displaying a new, better bank.

Banking

How to Switch Banks

Switching banks isn’t as easy as switching on a light, but it’s not rocket science either. The biggest hurdle is taking time to complete all the steps. We’ll walk you through it.