The changing notion of a family and its unique financial needs
There’s no place for one-size-fits-all financial advice. Different types of families have different needs.
Insurance, annuities, and investments
Blog Listing
Sending twins or siblings to college: Financial options
Some colleges offer unique financial aid and scholarship opportunities to twins and siblings.
Four simple ways to become a super saver
Super savers invest smart, set goals, and use new money to strengthen their financial safety net.
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 legal forms you need for your 18-year-old
The documents you need to protect your young adult in case of emergency.
How to survive in the sandwich generation
Many supporting kids and aging parents are unprepared for the financial and emotional toll it can take.
Parents supporting adult children: Pros and cons
Is the financial support you give helping or hurting your child?
Shopping for life insurance: Considerations
Tips for determining how much coverage and what type of policy you need.
Adoption scams: Recognizing the signs
It’s important to choose a reputable adoption agency and do your research.
Financial advice for special-needs families
Parents with a disabled child must advocate for government benefits and create a financial plan.
End of life planning workbook & checklist
Establish a sound estate plan and make your wishes known before your death.
Expecting an inheritance? Don't count on it
Parents plan to spend savings on themselves; long-term care and medical expenses may deplete what is left.
Cut the clutter in your finances
Is now is the time to organize your financial records, bills and insurance needs?
ABLE accounts: Tax-favored savings for disability expenses
ABLE accounts let those with disabilities save without putting their public benefits in peril.
High school and kids summer sports camps: Costs & curveballs
Consider the price, program philosophy, and your child's age before you enroll.
4 financial considerations when aging parents move in with their kids
Housing an aging parent can raise money issues that should be addressed early and directly.
Cost of youth sports: Dollars and sense
Youth sports can be a major financial drain on household resources.
Four financial acts for your family
Families support each other emotionally, physically...and, just as important, financially.
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