Family Finances

With only weeks left in 2022, our team put together a year-end tax planning checklist to help lessen the burden in April 2023.

Jon Jones shares the approaches he and his wife, Gretchen, used to teach financial responsibility to their children.

Learning about finances is a key step for young adults developing life skills and cultivating their financial confidence.

Learn whether flat fee or AUM-based models make more sense for the value you’re trying to get from your advisor.

“We all want to raise our children with good values—children who are the opposite of spoiled—yet, we often neglect to talk to our…

Think of 529 plans as pre-paying for college: Put money into the 529 plan each month, then withdraw funds when you need to…

With this guide, you're ready to combine finances before marriage and move forward in your relationship with a team approach to money.

Nearly 70 percent of Americans ages 65 and older will eventually need long-term care, often at an exponential cost.

The term "personal finances" is a misnomer. Not only do your finances affect you and your spouse, but also the family members around…

Talking about money from the perspective of shared financial stewardship is key to determining financial compatibility.