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Articles written by Susan Craig

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 By Susan Craig    Business

7 Tips for Talking Money with the Person You Love

Your relationship is about living a happy life together, not dollars and cents. A little financial planning may help you get there. There’s nothing more exciting than tying the... — Updated 1/8/2020

 By Susan Craig    Business

Beware of Retirement Sprawl

As we move through our career, we often accumulate a number of different retirement accounts: A traditional IRA here, a rollover IRA there, and two or three scattered 401(k)... — Updated 12/11/2019

 By Susan Craig    Business

Estate Planning Fundamentals

Plan for a long life and keep these vital documents up-to-date for your protection and the sake of those you love. The underlying goal of proper estate planning is to ensure the... — Updated 11/27/2019

 By Susan Craig    Business

Achieving Financial Well-Being After the Loss of a Spouse

Losing a spouse is a traumatic event. It drains your emotions and makes it hard to focus on simple daily tasks, let alone financial matters. Unfortunately, financial obligations... — Updated 5/8/2019

 By Susan Craig    Business

Questions to Ask Your Partner Before Tying the Financial Knot

When it comes to love and money, tying the financial knot involves adjustments and compromise. By understanding expectations, setting common goals, and mapping out life as a... — Updated 4/30/2019

 By Susan Craig    Business

The State of Your Parent's Estate

Talking with a parent about estate planning is never easy. Here are some conversation starters that can help adult children and their parents plan. In 2020, it is projected that... — Updated 4/11/2019

 By Susan Craig    Business

Taking on the Role of Caregiver

According to the most recent statistics from the National Alliance for Caregiving and AARP, more than 43 million people have provided unpaid care to an adult or child in the last... — Updated 4/2/2019

 By Susan Craig    Business

Five Rules When Talking to Adult Kids About Money

More than 22 million adult children between the ages of 18 and 34 are living at home with their parents.1 This phenomenon is partially driven by the financial realities facing... — Updated 3/26/2019

 By Susan Craig    Business

Aligning Your Portfolio with Your Purpose: Impact Investing

You want to make a difference in the world in a way that reflects your deeply-held beliefs. Increasingly, investors are defining long-term value as not only realizing attractive ret... — Updated 3/15/2019

 By Susan Craig    Business

What You Need to Know About Personal Income Taxes

As Benjamin Franklin once said, in this world nothing can be said to be certain, except death and taxes. Taxes impact nearly every aspect of your financial life, from your overall f... — Updated 3/8/2019

 By Susan Craig    Business

Planning for a New Beginning

Major relationship transitions can be overwhelming, both personally and practically. Dealing with the impact of divorce on your financial life can make an emotionally difficult... — Updated 2/28/2019


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