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Are you being pulled between the pressing needs of your elderly parents and your own children? Welcome to the “sandwich generation.”

The term “probate” is one people may have heard and might associate with negative connotations. Here are the facts.

Understanding the stepped-up basis rules is beneficial for family members who inherit your assets.

Caitlin Moore, our Financial Literacy Program Manager, writes about how her experience with allowance shaped her experiences with money.

Now that the holiday season has come and gone, remember to be diligent in checking your credit card statements to ensure that all charges are legitimate.

Learn how a Health Savings Account (HSA) can be an effective and flexible tool to bring down your health care costs.

Knowing what kind of college savings accounts exist can take some of the stress out of starting to save for those higher education years.

Your beneficiary designations and jointly held assets can wreak havoc if you don’t coordinate them carefully with the rest of your estate plan.