Life Stage: Aging

Women & Credit: Here’s How to Get on Solid Ground

Women & Credit: Here’s How to Get on Solid Ground

For many years, research has shown that women in the U.S. are approved for less than men when they apply for credit products and are more likely to be denied outright. Perhaps because of this, women also put off applying for credit when compared to men, even when they need it to get on solid financial ground.

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Beware of Lifestyle Creep

Beware of Lifestyle Creep

Lifestyle creep, or lifestyle inflation, happens to the best of us. As your standard of living improves, your non-essential discretionary purchases gradually increase. You might even start to think your “wants” are “needs.” Some creep is natural and to be expected, but excessive creep can derail your finances.

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5 Questions About Long-Term Care

5 Questions About Long-Term Care

1. What is Long-Term Care? Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care:

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Should I Plan for Financial Caregiving?

Should I Plan for Financial Caregiving?

Age, illness, or injury can affect our ability to handle our finances. It’s a difficult subject to think about, and it can be even harder to discuss with loved ones. But having a plan in place is essential to protect your financial wellbeing and future.

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Charitable Deductions

Charitable Deductions

The charitable deduction allows you to deduct the value of property you give to charity from your estate and may reduce any federal gift and estate tax that may be owed. Charitable gifting allows you to satisfy your personal philanthropic desires and fulfill your estate planning objectives.

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