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Premium Financing: The Value of Choice, The Power of Credit
Guardian’s Premium Financing Platform is supported by alliances with strong, reputable
lending institutions that have continued to extend cr
Third-Party
Oct 2, 20181 min read


Advanced Planning: The benefits of a Note Sale to an Intentionally Defective Grantor Trust
If you have a large asset… you’d like to transfer out of your estate, minimizing estate taxes may be a top priority for you.
Third-Party
Aug 1, 20181 min read


Peterson's: Student Loan Repayment 101
Student loans are tricky. At least that’s what the numbers show.
Third-Party
Jun 1, 20181 min read


Peterson's: Types of loans: federal, private and bears, oh my!
Most high school seniors have a difficult enough time picking their Bitmoji on Snapchat, so if you told them to pick a student-loan plan, yo
Third-Party
May 21, 20181 min read


Universal Life Insurance: Confusion Over Life Insurance Policy
Universal Life Insurance: Confusion Over Life Insurance Policy

Mike Olivia
Apr 19, 20181 min read


5 Passive Wealth-Building Strategies to Add Three Days to Your Weekend
Many people associate work with punching the clock, the 9-to-5 slog and saving for retirement.
Third-Party
Apr 17, 20181 min read


SavingForCollege: How 7 Different Assets Affect Your Financial Aid Eligibility
Need some help paying for college? The first thing you need to do is to file your Free Application for Federal Student Aid (FAFSA). Worried
Third-Party
Mar 14, 20181 min read


Peterson's: The Pros and Cons of Using a 529 Plan to Save for College
Before you invest in any type of college savings plan, you should consider the advantages and disadvantages that it provides.
Third-Party
Dec 14, 20171 min read


CNBC: How to set up a special needs trust
Families that include someone with a disability qualifying for government benefits may want to look into setting up a special needs trust.
Third-Party
Oct 25, 20171 min read


Schwab: 529 Accounts: What Happens When Your Child Doesn't Go to College?
One of the great—and challenging—things about having kids is that they can surprise you at every turn. While you can save diligently for the
Third-Party
Aug 30, 20171 min read


Planned Giving Design Center: IRAs and Qualified Retirement Plans
Qualified retirement plans and individual retirement accounts are trusts or custodial accounts that hold a person's tax deferred retirement
Third-Party
Sep 16, 20121 min read
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