Are you a couple in need of financial counseling?
This "therapy" blends treatment components from mental health fields with financial planning techniques.
Insurance, annuities, and investments
Blog Listing
Buying a home together while unmarried
Know your partner’s finances; create a cohabitation agreement to mitigate risk.
How will getting remarried affect my child's financial aid?
Does remarriage help or hurt a student’s college financial aid package?
Financial tips and advice for women in a divorce
Women in divorce should outline their financial and family priorities to achieve a sound settlement.
Marriage and finances: A 'to-do' List
Marriage finances are an important part of any union. Here's some steps for newlyweds.
Social Security strategies for married couples
Couples can maximize their lifetime payout by planning ahead.
Why life insurance matters for both working and stay-at-home parents
The breadwinning parent might have added home or career costs if the at-home parent passes away.
LGBTQ+ marriage perks
Same-sex spouses should take advantage of all marital benefits available.
Newlywed tips for blending insurance benefits
Merging finances as newlyweds means more than just sharing.
Feeling 'behind' on life’s milestones? You’re not alone
Marriage and children are getting pushed back by many ... and there are good reasons.
8 tax breaks for married couples
Some couples may be able to claim bigger deductions and lower their tax rate after "I do."
How to share finances in marriage: The mutual payoff
Couples who blend at least some of their money in their marriage may help foster a healthy interdependence.
Holiday weddings: Promises and perils
Couples planning a wedding around a winter holiday must navigate carefully.
How to emotionally prepare for retirement with your spouse
Depression, lifestyle, and money are common sources of discord for married couples in retirement.
A financial checklist for widows and widowers
Taking steps to safeguard your financial future can bring great comfort in moments of grief.
Social Security spousal and survivor benefits: Different and not equal
Survivor benefits differ from spousal benefits and require a careful strategy choice.
How age gaps affect finances in May-December marriages
It is particularly important to be financially proactive when one partner is a decade older or more.
How to make a financial plan for your family
Everything changes when your financial plan includes other people. Here are tips for creating a family budget.
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