Family Insights

Explore insights for your lifestyle

Family

Financial Considerations for a Career Transition

Whether voluntary or not, career moves may require temporary adjustments to your finances.
There's no need to think of job loss as the worst-case scenario or to feel like events are out of your control.
Retirement

Inherited IRA Rules

An inherited IRA can be a financial gift, but there are some rules for how you can use it.
The laws around receiving an IRA vary, depending on your relationship with the person who left it to you.
Insurance

Travel Insurance: Is It Worth the Cost?

Depending on the expense and extent of your trip, insurance against cancellation and other factors may be worth a look.
Reasons for canceling a trip could range from bad weather at the destination to breaking a leg before a planned ski trip.
Family

5 Steps to Ensure a Smooth Estate Transition

Ease life for your heirs by getting your estate planning documents organized.
While you hope your kids never have to face a loss or sudden emergency, you can take steps now to help ensure they'll have support and clarity if the time comes for them to oversee your estate.
Family

What To Know When Choosing an Executor

Having a will is important, but you need the right executor to see your instructions through.
The process may seem straightforward, but the choice might not be as obvious as you think.
Family

What Can a Trust Do For You?

Trusts are very different from wills, and different types of trusts can be used to accomplish different types of goals.
Trusts are like a Swiss Army knife: powerful and versatile planning tools that most people—especially those with complex or sizeable estates—should be aware of.
Family

Introducing Your Children to Your Advisor

Opening lines of communication with your children about family financial planning is important regardless of their age.
Advisors say it's never too early for children to meet the family financial advisor, but those encounters—and their benefits—will look significantly different depending on your children's ages.
Insurance

Consider Insurance for Your Pet

Prepare for vet bills with pet insurance that covers your furry friends and aligns with your budget.
When shopping for pet insurance, be sure to get multiple quotes so you can choose the best value and coverage for your budget.
Insurance

Points to Consider When You Shop for Long-Term Care Coverage

These five points could be crucial to finding the policy that is affordable and right for you.
It's not if something is going to happen, but when.
Retirement

What You Should Know About Social Security Survivor Benefits

Understanding what Social Security may pay to your survivors is a key part of legacy planning.
From the day you begin paying into it, a portion of the taxes collected for Social Security are set aside to provide a form of life insurance for your spouse and dependents.
Retirement

Unique Retirement Challenges Women Face

Discover some of the challenges women face in their retirement planning, from wage gaps to caregiving.
According to one recent survey, only 19% of women felt confident they were on track to retire without running out of money, compared to 35% of men.
Family

6 Tips for Handling Finances in a Blended Family

Pay particular attention to beneficiary and estate planning.
Family dynamics are easy to overlook because they're not directly related to money, but they could be a big impetus for separating or protecting assets.
Family

Say More, Risk Less: What to Tell Your Financial Advisor

Open conversations about what's happening in your life can deepen the value of financial advice.
While these questions may seem personal, from a planner's point of view they're standard—and important.
Family

4 Things to Know When Receiving an Inheritance

Minimizing taxes on any inheritance you receive can leave you more to use for your needs.
For some, an inheritance may be more complicated than simply being handed a stack of money.
Family

Follow These Rules on Gifting Money to Family

Financial gifts can help both you and the recipient, but it's also important to discuss specifics with both a financial advisor and tax professional.
A financial gift to a child can help teach them basics about money or even the stock market.
Family

Add Flexibility to Your Work-Life Balance

Balancing your work life with personal issues like caring for a parent can be challenging.
Experts suggest keeping your work life and caregiving responsibilities as separate as possible.

Showing 1 - 16 of 58 results

Showing 1 to 16 of 58 results

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