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Jess Ullrich

Posts by Jess Ullrich

4 Ways to Use Life Insurance While You're Alive
Life Insurance

4 Ways to Use Life Insurance While You’re Alive

Life insurance is often regarded as financial protection for surviving family members after a policyholder’s death. But depending on the type of policy you have, you may also benefit from your coverage while you’re alive. You could potentially take a… Read more…

is a house an investment

Is a House an Investment?

It can be a complicated decision to determine if you should rent or buy a home. And if you’re leaning toward buying, high housing prices and high mortgage rates are likely making that decision even more difficult. Current economic conditions… Read more…

How to Navigate a Divorce After You Retire

How to Navigate a Divorce After You Retire

Retirement is a major milestone that most couples look forward to. But some couples find the transition to retirement negatively impacts their marriage, sometimes resulting in irreconcilable differences and divorce. Rates of late-in-life divorce, also called “gray” divorce, have risen… Read more…

roth ira emergency fund

How to Use a Roth IRA as an Emergency Fund

Building an emergency fund is essential so you don’t run into financial trouble if you lose your job or unexpected expense crops up. But keeping your emergency fund in a traditional savings account may not be the best solution. To… Read more…

SmartAsset: What Are Unrealized Gains?

What Are Unrealized Gains? Investment Guide

Like most investors, you’ve probably watched your investment account balance fluctuate depending on market conditions, company or fund performance and other factors. Of course, you’d likely prefer to see your account balance grow rather than shrink. It’s exciting to see… Read more…

tax deductible insurance

Guide to Tax Deductions Related to Insurance

Claiming tax deductions you’re eligible for is an effective way to reduce your tax burden. But identifying all the deductions available to you can be challenging and you can’t claim deductions if you don’t know they exist. You may be… Read more…

alternatives to annuities

Alternatives to Annuities for Retirement Income

Annuities are a popular choice for retirees concerned they might outlive their retirement savings. These retirement savings vehicles work a bit differently than traditional or Roth retirement accounts. Instead, annuities are a type of contract you enter into with an… Read more…

broker in insurance

What Is an Insurance Broker?

If you’re shopping for homeowners insurance, auto insurance, life insurance or another type of policy, you’ll probably notice there are a ton of options out there. Narrowing down which insurer and coverage levels are suitable for your situation can be… Read more…

how to go to college debt free
Financial Advisor

How to Go to College Debt-Free

Education is an important milestone to kick off your career, but college tuition is no longer affordable for many families. As tuition costs have increased, people have become more reliant on student loans to offset their higher education costs. Fortunately,… Read more…

betterment vs sofi

Pros and Cons of Betterment vs. SoFi Invest

Betterment and SoFi Invest make it simple to start investing, with each offering low-cost, fairly intuitive automated investing solutions. As a pioneer in the robo-advisor space, Betterment’s core offering has focused on automated investing since its founding in 2008. SoFi… Read more…