Family Finances

Build a foundation for marriage finances with expert tips from certified financial planners who've done it themselves.

If your employer is sending you notices about open enrollment, review your options for Group vs. Individual Life Insurance.

Legal developments in Washington State have put the focus on “committed intimate relationships,” which affects financial planning for unmarried couples.

An urge to separate money and marriage may reflect the person you are rather than the person society tells you to be.

Illiquid assets, integral to long-term financial ambitions and lifestyle, can't simply be liquidated without consequence.

Financial troubles may be avoided when you and your partner understand how to merge finances and work together to achieve your goals.

Without sitting down and having a constructive discussion with your child, chances are that they will not make informed decisions regarding their future.

While there is no perfect answer, sorting out factors related to cost and personal preferences can help you make a decision that works best for you.

With only weeks left in 2023, our team put together a year-end tax planning checklist to help lessen the burden in April 2024.

By laying the groundwork for our care preferences and making informed choices, we empower ourselves to navigate the later stages of life with confidence and dignity.