All Stories

How to Choose the Right Executor for Your Estate

By Margaret Muldoon | January 16, 2018

When it comes to estate planning, many people view choosing an Executor (also referred to as Personal Representative) as the easiest part of the process. However, when planning your Will, choosing the right Executor can be one of the most important decisions you’ll make.

How to Recover Financially from the Holidays

By Penn Mutual | January 9, 2018

43% of holiday shoppers regret their splurges, according to a survey by Lending Tree. Here are 7 mostly painless ways to restore your financial balance.

How Permanent Life Insurance Can Help Secure Your Child’s Financial Future

By Penn Mutual | January 2, 2018

Purchasing a permanent life insurance policy for your kids when they’re young can offer a combination of affordably priced premiums and locked-in insurability for life. Permanent life insurance can also yield something else that may be even more important: cash value.

Safeguard Your Small Business With Key Employee Insurance

By Penn Mutual | December 26, 2017

One of the most important aspects of owning a small business is protecting your assets, and that includes the most valued members of your team. That’s where key employee insurance comes in.

Does Your Estate Plan Cover Your Digital Assets?

By Penn Mutual | December 19, 2017

Going online to manage your money, check emails, plan your calendar or stay connected with friends and family eliminates paper trails, but it creates something else: digital assets. While digital assets may not have a physical presence, like a home or collectibles, you still need to make room for them in your estate plan.

Millennials: Live in the Moment but Plan for Retirement

By Jethro Kollie | December 12, 2017

Millennials are into experiences rather than ownership. Many futurists talk about how we live in a “post-ownership society,” where people would rather rent than own a house, use Uber and Zipcar instead of own a car, and use Spotify to stream music rather than own a CD from their favorite artist. But even people who live for today’s experiences should be planning for their financial future.

5 Reasons to Buy Life Insurance in Your 20s

By Penn Mutual | December 6, 2017

Buying life insurance in your 20s can yield some key benefits that you may lose out on by waiting to get covered. If you’ve been thinking about purchasing life insurance, but you’re not sure the time is right, here are five reasons not to put it off.

Financial Services is a Great Career for Women

By Mickey Butler | November 28, 2017

Working in financial services can be a great career for women; however, many are still hesitant to give it a try or simply aren’t aware of the career options available. I’m hoping we can change that.

Financial Wellness: Get Your Wealth on Track

By Larry Adkins | November 21, 2017

It’s natural for people to dedicate time and effort toward their physical wellbeing – eating healthy, spending time at the gym, and taking up hobbies or activities that promote a balanced lifestyle. But, what about your financial wellbeing? Financial fitness is just as important but is often disregarded by many Americans. Here are four actionable takeaways that can help put you on the track toward financial success.

Empowering Heroes at The American College Penn Mutual Center for Veterans Affairs

By Ted Digges, Captain, SC, USN (Ret.) | November 14, 2017

After 15 years in the Navy, I was planning my next steps as I re-entered civilian life. I was interested in a career in financial services, and I was even taking distance learning classes at The American College to gain the appropriate certifications. Then 9/11 happened…