A financial checklist for widows and widowers
Taking steps to safeguard your financial future can bring great comfort in moments of grief.
Insurance, Annuities, and Investments
Blog Listing
Social Security spousal and survivor benefits: Different and not equal
Survivor benefits differ from spousal benefits and require a careful strategy choice.
LGBTQ marriage perks
Same-sex spouses should take advantage of all marital benefits available.
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.
Married to a non-citizen? 3 estate planning traps
Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.
How to save on a wedding
These money-saving tips from wedding industry experts can help you stick to your big-day budget.
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.
An act of mutuality: Survivorship insurance
It's life insurance which covers two policyowners and pays-off at the second death.
5 ways money can wreck your marriage
Money disagreements are a major source of marital conflict. Here's how to keep the peace.
Holiday weddings: Promises and perils
Couples planning a wedding around a winter holiday must navigate carefully.
Finances in marriage: Money questions to ask before the proposal
Know your partner's money habits before you say "I will."
Do you and your partner need financial therapy?
This approach blends treatment components from mental health fields with financial planning techniques.
Buying a home together while unmarried
Know your partner’s finances; create a cohabitation agreement to mitigate risk.
Newlywed tips for blending insurance benefits
Merging finances as newlyweds means more than just sharing.
Financial tips and advice for women in a divorce
Women in divorce should outline their financial and family priorities to achieve a sound settlement.
How to survive retirement with your spouse
Depression and money are common sources of discord for married couples in retirement.
Sharing money in marriage: The mutual payoff
Couples who blend their money may have a healthier marriage.
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