'Club' sandwich generation siblings and special care
Are you a sibling of someone with a disability, and have inherited the responsibility for their care?
Insurance, Annuities, and Investments
Blog Listing
Married to a non-citizen? 3 estate planning traps
Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.
Budgeting for blended families
Families that merge must take steps to align their values and vision surrounding their assets and debt.
5 ways investors can support women in business
Investment can be a vote and support for businesses that are owned, led, or founded by women.
Marriage and finances: A 'to-do' List
Marriage finances are an important part of any union. Here's some steps for newlyweds.
Want tax savings on health care? Consider an HSA
Health savings accounts let you put away pretax dollars for medical expenses.
10 single-parent money challenges and solutions
Supporting a child on a single income takes resolve, creativity, and mutual support.
What women get right about investing
Female investors come out ahead by trading less, saving more, and remaining calm during market downturns.
Finding family balance: Special needs vs. everybody’s needs
Being a special-needs parent can make it hard to balance both time and finances.
5 personal finance blunders
Certain behaviors and inaction can be counterproductive to financial wellness and lead to budget instability.
Are you liable for your parent’s nursing home bills?
Adult children may be legally responsible for their parents' long-term care costs.
A financial checklist for your first job
When you start earning your first paycheck, work toward setting yourself up for lifelong financial security.
You may be overpaying your taxes if …
Through penalties, underfunding, or dividend goofs, you may be giving the IRS more than you owe.
Estate planning and keeping a farm in the family
Life insurance can offer a solution to some of the challenges of transferring a farm.
How the web can make you a better (life insurance) consumer
Online tools can help you save money and avoid costly mistakes.
An act of mutuality: Survivorship insurance
It's life insurance which covers two policyowners and pays-off at the second death.
Helping your alma mater: 3 life insurance moves
There are ways to leverage a policy to increase school support and win tax advantages.
6 tax breaks for parents
From credits to write-offs, parents have opportunities to lower their tax liability.
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