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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

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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.

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Peterson's: Student Loan Repayment 101

Student loans are tricky. At least that’s what the numbers show.

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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

Mike Olivia

Universal Life Insurance: Confusion Over Life Insurance Policy

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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.

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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

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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.

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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.

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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

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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