A new tax year starts now. Maximize your 2020 tax deductions and reduce your overall tax bill with these six simple tips.
You've found the perfect home - or have you? Learn what sellers are required to disclose about their properties.
Saving for college and retirement? Which account should you prioritize? Learn your options and other considerations.
With LifePlan, you have professional financial and legal advice, and helpful resources, in your back pocket.
Divorce isn't easy, but this checklist can help you use LifePlan to get your life back on track.
Whether it's yourself or a family member, dealing with a major surgery or a serious illness can be scary and stressful. You want to focus on...
We're very sorry for your loss. We know dealing with practical matters is the farthest thing from your mind. The following steps might help you...
Buying a home is equal parts exciting ("yay, a place of our own!"), scary ("can we really afford this?!") and intimidating ("where do we start...
Part of becoming a parent is realizing how much you don't know. LifePlan is here to help with this list of financial and legal considerations you might not be thinking of.
Our short video gives an overview of the similarities and differences between the two main estate planning tools.
Whether it's dealing with the exciting stuff, like choosing a wedding cake, or practical matters, like setting up a joint bank account, there's...
Whether you're approaching retirement in the next three years or the next thirty, this list will help you use your LifePlan membership to plan better.
Learn about the documents included in the average estate plan, and what to do to get started making your own.
LifePlan's Membership Advisors are there to listen to and support members every step of the way. Get to know them in our short video
Los asesores de LifePlan estan ahi en cada paso del camino para escuchar y apoyar a los miembros. Conocelos en este breve video.