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Greg Kern with one of the many boxes of paperwork he had to sort through as administrator of his father-in-law’s estate.

Christopher Demarest | Aug 30, 2024

Grief, Then Paperwork: The Messy, Thankless Job of an Estate Executor

Financial Planning
Personal Finance
The role can entail family drama and tracking down heirs.
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Christopher Demarest | Aug 5, 2024

How Much Money Should You Keep in a Savings Account?

Saving
Personal Finance
Yes, it’s possible to have too much money in your savings account.
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three person pointing the silver laptop computer by John Schnobrich courtesy of Unsplash.
Christopher Demarest | Aug 5, 2024

How to Find and Handle Your Old 401(k) Accounts

Retirement
Personal Finance
Finding an old 401(k) may seem overwhelming initially, but with a systematic approach, you can locate your funds and make informed decisions about your
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A man holding a bouquet of sunflowers while walking down a street by Joseph Corl courtesy of Unsplash.
Christopher Demarest | Jul 24, 2024

Catch-Up Contributions

Retirement
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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a house and stacks of coins on a table by BuyandRent Homes courtesy of Unsplash.
Christopher Demarest | Jul 24, 2024

5 Reasons to Use Home Equity

Estate Planning
Personal Finance
Thinking about borrowing money by tapping your home equity? Here are five scenarios where it makes financial sense.
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person getting 1 U.S. dollar banknote in wallet by Allef Vinicius courtesy of Unsplash.
Christopher Demarest | Jul 24, 2024

Three Ways You Can Create a Healthy Relationship With Money

Personal Finance
Understanding the why of your decisions, balancing needs vs wishes and looking at money as a resource rather than something to be accumulated can reshape your
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aerial photography of rural by Breno Assis courtesy of Unsplash.
Christopher Demarest | Jul 24, 2024

What Are the Hidden Costs of Homeownership?

Estate Planning
Financial Planning
If you don't plan for these hidden costs of homeownership when buying a home, you could be stuck paying more than you can afford.
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man carrying to girls on field of red petaled flower by Juliane Liebermann courtesy of Unsplash.
Christopher Demarest | Jul 24, 2024

What to Consider Before Buying Life Insurance

Life Insurance
Insurance
Here’s the lowdown on the types of life insurance out there and what could work for you and your budget.
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a small child is sitting on the floor by Marcos Paulo Prado courtesy of Unsplash.
Christopher Demarest | Jul 17, 2024

Financially Savvy at Six Figures

Personal Finance
Financial Planning
Practical steps to make the most of your six-figure income.
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a man pointing at a woman by Centre for Ageing Better courtesy of Unsplash.
Christopher Demarest | Jul 17, 2024

Leveraging Tools (Like AI) in Retiree Entrepreneurship

Retirement
Explore the potential impact Artificial Intelligence (AI) tools can have on retirees with things such as consulting or small business venture.
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Christopher Demarest | Jul 16, 2024

Beyond 65: Redefining Retirement and Embracing a Purposeful Second Act

Retirement
Learn about finding purpose in a second act and what to consider when choosing what to do in retirement.
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silver and gold motorcycle engine by Mika Baumeister courtesy of Unsplash.
Christopher Demarest | Jul 10, 2024

Do Your Kids Know The Value of a Silver Spoon?

Financial Planning
Budgeting
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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