Essential Estate Planning for 18-Year-Olds
Monday, February 18, 2019
With all of the emotions and excitement during a time of transition, the last thing parents are likely thinking about is estate planning for young adults.
News and expert analysis from our team
Blog Posts in: Family Finances
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Your Year-End Tax Planning Checklist
Wednesday, December 12, 2018
Even with only weeks left in 2018, there are still some relatively simple end of year tax planning moves available to help lessen the burden in April 2019.
How to Help Your Child Make Mature Decisions on College and Their Career Path
Tuesday, September 11, 2018
Without sitting down and having a constructive discussion with your child, chances are that they will not make informed decisions regarding their future.
In Good Hands: Q&A on Finding an Assisted Living Community Right for You
Thursday, August 16, 2018
One of the biggest decisions facing people in retirement is selecting an assisted living community, a task made more difficult in the absence of children.
Is It Worth It? Q&A on College Costs and Student Loan Debt
Wednesday, August 8, 2018
Crushing student loan debt after graduation means more young adults are delaying marriage and homeownership, with real consequences for the economy.
Reaching Financial Intimacy: Q&A on Overcoming Money Hurdles in Relationships
Thursday, August 2, 2018
Manisha Thakor, CFP®, CFA offers her advice on how to tackle those tough financial conversations you’ve been putting off with your significant other.
College Financial Aid: What Forms Do I Need to Fill Out?
Tuesday, June 19, 2018
This guide examines the key college financial aid forms and offers actionable tips for completing your paperwork correctly and on time.
How Do Colleges Determine Financial Need?
Friday, June 15, 2018
Taking the time to understand your child’s need-based financial aid options could save you money while ensuring your child receives a quality education.
What You Need to Know Before Buying Insurance
Friday, June 15, 2018
Choosing an insurance policy for your various needs can feel like a potential minefield, full of loopholes, risks, and general confusion.
529 Plans: How to Plan for Merit Aid
Friday, February 23, 2018
One of the biggest things parents don’t account for when establishing a 529 plan is the potential for merit aid. If your child receives some form of merit aid, this could have both a positive and negative impact on the funds sitting in your 529 college fund.