Family Insights
Explore insights for your lifestyle
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
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.
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.
Insurance
Is Your Life Insurance Keeping Up With Your Life?
Your insurance should change as your earnings, lifestyle and family situations change.
Think of life insurance as the foundation of your financial house.
Family
How to Manage and Pay for Long-Term Care for Parents
Managing care for an ailing parent should start with important conversations.
If your parents already need significant care—or may soon need more—the time to plan is now.
Budgeting
Ways to Beat Fall Financial Stress
There are many ways to manage the stress that comes with weather changes and holiday prepping.
Fortunately, once you've identified what's causing you anxiety, there are ways to manage your stress—both financial and emotional.
Family
Make an End-of-Life Checklist for Peace of Mind
Use these tips to build an end-of-life checklist for when a loved one dies to help avoid surprises.
Without a death certificate, you'll be unable to proceed with the most important steps you need to take when your loved one dies.
Family
How to Care for Yourself as You Care for an Aging Parent
Your financial and emotional health are important as you try to help an ailing parent.
It's important to find ways to safeguard your financial and emotional health, and the health of your family, if you're providing care to an aging parent or another loved one.
Family
What to Do When Parents Get Sick
Taking these steps may help you provide them with the support they need.
Before you do anything else, it's important to get an understanding of their condition, prognosis and overall health status.
Budgeting
Save With Last-Minute Travel Booking
If you're flexible, booking just-in-time flights can help cut the soaring cost of airfares.
If you're not entirely picky about where and when you want to travel, you could score big savings while also satisfying your wanderlust.
Family
School Shopping in the Midst of Inflation
Prices are rising, but you can reduce the cost of sending your kids back to school.
School supplies experienced a 2.56% price increase over the past year, while essentials like food, housing and auto sales are up by an average of 10%.
Showing 17 - 32 of 66 results
Showing 17 to 32 of 66 results
