Posts by Anna Davies

Who needs life insurance?

Life insurance is a smart money move if you have people who depend on you financially. There is usually no “wrong” life stage for coverage.

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How much life insurance do I really need?

Deciding how much term life insurance you need is part art, part science. Here’s an easy way to calculate the coverage amount that’s right for you.

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Who should be your life insurance beneficiary?

Naming the appropriate life insurance beneficiary isn’t that challenging, but it should still be done thoughtfully. Here’s how.

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A man works on his finances, making notes on paper while referencing his laptop

Can a personal loan help you pay off debt?

Is a personal loan a smart option to pay off debt? This is how a personal loan works.

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What kind of life insurance do I need?

When you’re ready to shop for life insurance, don’t let different options paralyze you. We break them down for you here.

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how should you spend your tax refund

How to spend a tax refund

Are you getting a tax refund? While you may have a few ideas for how to spend it, here are some smart ways to use your tax refund.

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How to use a bullet journal for finances

Why bullet journals may be the key to better budgeting

Bullet journals can be effective personal finance tools. Here, how to use a bullet journal for budgeting.

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A woman and man sit on an office couch chatting

Financial moves to make when you start a new job

Important financial and administrative actions to take when you start a new job.

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Money management for SAHMs

Smart financial moves for stay-at-home parents

A stay-at-home parent faces unique financial concerns when it comes to retirement planning. Here’s a guide for staying on track.

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A family, including parents, kids and grandparents, sit on the couch together opening gifts

5 smart gifting alternatives for this holiday season

Skip the usual holiday gift exchange, and do this instead.

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