An act of mutuality: Survivorship insurance
It's life insurance which covers two policyowners and pays-off at the second death.
Insurance, Annuities, and Investments
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Are you liable for your parent’s nursing home bills?
Adult children may be legally responsible for their parents' long-term care costs.
5 overlooked income tax deductions and credits
Don't leave credits and deductions for your income taxes on the table.
Lending money to family: Is it a good idea?
If you plan to loan money to family, there are some key questions and considerations you should keep in mind.
Family businesses need shared values and effective communication
It’s usually not generational differences that disrupt family businesses, but individual ones.
6 tax breaks for parents
From credits to write-offs, parents have opportunities to lower their tax liability.
Estate planning and keeping a farm in the family
Life insurance can offer a solution to some of the challenges of transferring a farm.
Financial advice for hockey moms (and all sports parents)
Spending on youth sports has spiraled. Here are tips on paring costs and focusing on fun.
Possible college gifting moves for your grandchildren
There can be financial aid and Medicaid consequences for paying school bills.
9 financial questions to ask your mom
If your mom does not have certain plans in place, she may be vulnerable to financial risk.
5 things to do now to help your grandkids
As a grandparent, you have options for providing support for grandchildren and lending assistance to parents.
Staying connected when you’re far apart for the holidays
Technology and traditions can help you stay connected.
3 ways to give your godchild (or niece or nephew) a financial boost
Here are some ways to help a youngster in addition to what the parents may have planned.
Planning for your pet’s care after your death
Here’s how to make a plan for your pet to ensure that it won’t suffer if something happens to you.
What to give your child on an important birthday?
A car or a trip? How about a gift with staying power and advantages for the years ahead?
Preplanning a memorial service, together
It can help to discuss wishes and costs with family and friends beforehand.
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.
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