Preplanning a memorial service, together
It can help to discuss wishes and costs with family and friends beforehand.
Insurance, Annuities, and Investments
Blog Listing
The right business successor: Key to retirement
Retiring business owners should create a succession plan to protect their family and successor.
Do you and your partner need financial therapy?
This approach blends treatment components from mental health fields with financial planning techniques.
How expensive is adoption? 5 financial considerations
Through tax credits, corporate incentives, and savings, you may be able to afford to adopt.
Handling the cost of breast cancer care
Tips for managing the costs associated with breast cancer treatment.
Financial steps to take when you become a stepparent
The financial considerations for stepparents may be more complex than the ones for biological parents.
A personal health record: Better care, lower costs
Keeping track of your medical history is vital to managing costs, maintaining optimal health.
How to make sure your heirs won’t fight
Sharing your wishes before your death may ensure minimal strife for your heirs.
Seniors and mental fitness: What’s normal, what’s alarming
How to watch for signs of memory impairment, dementia or Alzheimer’s disease.
Parents supporting adult children: The good and bad
Is the money you give helping or hurting your child?
Four simple ways to become a super saver
Super savers invest smart, set goals, and use new money to strengthen their financial safety net.
Sending twins or siblings to college: Financial options
Some colleges offer unique financial aid and scholarship opportunities to twins and siblings.
Adoption's nightmare scenario: Fraud
It’s important to choose a reputable adoption agency and do your research.
The cost of adopting a pet
There's more than the initial fee, but with planning you can give a cat or dog a great life.
4 forms you need when your child turns 18
The documents you need to protect your young adult in case of emergency.
Shopping for life insurance: Considerations
Tips for determining how much coverage and what type of policy you need.
Why millennials should not rely on an inheritance
Parents plan to spend savings on themselves; long-term care and medical expenses may deplete what is left.
End of life planning: What loved ones should know
Establish a sound estate plan and make your wishes known before your death.
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