Life Planning

Open, honest dialogue with spouses, kids, and aging parents can potentially help you meet your financial goals.

When you start earning your first paycheck, work toward setting yourself up for lifelong financial security.

Opportunities to offset prior-year income and capture credits are available until the April 17 deadline.

Before saying 'I do' again, explore a prenuptial agreement, revising your will, estate plan or trust. 

Straight donations are the most direct, but here are three other options.

Know your partner’s finances; create a cohabitation agreement to mitigate risk.

If you qualify for a Roth IRA, it might make sense to limit 401(k) to employer match.

Should you choose term or permanent life insurance? It depends on what you’re insuring against.

Opening new credit cards can sometimes help, not hurt, your credit score. 

To minimize stress and reach their financial goals, newlyweds need a plan. 

This kind of coverage can help those with medical issues cover final expenses.

Know your partner's money habits before you say "I will."

Disabilities that are not visible to others affect millions. Support groups can help.

Depending on what they're playing, they might actually be learning to be smarter about money.

What to consider when selling your first home, from staging to negotiating.

It can help to discuss wishes and costs with family and friends beforehand.

Tracking down a life insurance policy for a deceased family member isn’t hard when you know where to look. 

Settling an estate is a difficult job that takes patience and organization.