Holiday weddings: Promises and perils
Couples planning a wedding around a winter holiday must navigate carefully.
Insurance, Annuities, and Investments
Blog Listing
How to survive retirement with your spouse
Depression 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.
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.
Marriage and finances: A 'to-do' List
Marriage finances are an important part of any union. Here's some steps for newlyweds.
An act of mutuality: Survivorship insurance
It's life insurance which covers two policyowners and pays-off at the second death.
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?
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