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
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.
Stay-at-home parents and the need for life insurance
The breadwinning parent might have added home or career costs if the at-home parent passes away.
Financial advice for May-December marriages
It is particularly important to be financially proactive when one partner is a decade older or more.
How to save on a wedding
These money-saving tips from wedding industry experts can help you stick to your big-day 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.
An act of mutuality: Survivorship insurance
It's life insurance which covers two policyowners and pays-off at the second death.
Holiday weddings: Promises and perils
Couples planning a wedding around a winter holiday must navigate carefully.
Sharing money in marriage: The mutual payoff
Couples who blend their money may have a healthier marriage.
Buying a home together … sans marriage
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 for women in a divorce
Women in divorce should outline their financial and family priorities to achieve a sound settlement.
Social Security filing strategies for married couples
Couples can maximize their lifetime payout by planning ahead.
LGBTQ marriage perks
Same-sex spouses should take advantage of all marital benefits available.
Protecting your finances in a second marriage
Before saying 'I do' again, explore a prenuptial agreement, revising your will, estate plan or trust.
Getting remarried and your child’s college financial aid
Does remarriage help or hurt a student’s college financial aid package?
Steps for merging money after marriage
To minimize stress and reach their financial goals, newlyweds need a plan.
Before the marriage proposal: Money questions to ask
Know your partner's money habits before you say "I will."
Previous Page Page 1 of 2 Next Page