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Your spouse, children, aging parents, and friends can all have a profound impact on your overall financial wellness in both good and bad ways.
From inheritances (what you might get and what you might leave behind), funding college, boomerang kids (adult children who return home or otherwise need financial assistance), and figuring out how to care for parents who need medical assistance to simply planning retirement with your spouse, there is a lot of value and problems that friends and family can pose.
Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled.
More and more couples over the ages of 60 are favoring cohabitation over marriage. In fact, cohabitation among people over the age of 60 more than quadrupled between 2000 and 2020. What is Driving the Trend Toward Cohabitation? There are quite a few factors driving the trend toward cohabitation for people over 50 or 60.…
Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event.
This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.
The holidays can be an important time to discuss finances with your family. Get tips for how to have a productive talk with those you love!
Are college costs worth it? A degree promises higher earnings, but not always more lifetime wealth.
One of the happiest ages in life occurs in what many would consider “old age.” Find out which two years will be (or were) your happiest ever.
Here are 16 tips to help you stay financially stable following a divorce after 50. Get the information you need.
A 529 plan can be a tax advantaged way to fund education. However, the real benefits of these accounts are greater for some.
Retirement calculators designed for couples have special features to make results reliable and useful. Find out what you need.
Cover these 9 topics to survive retirement with your spouse. Communication is key to any good partnership, especially when it comes to money.
5 new books offer compelling arguments and strong evidence for surprising habits that will result in a healthier and happier life.
Giving money to family can be rewarding, but at what cost? Explore 6 important facts about supporting family members.
The best gift to leave heirs isn’t a lot of money. What’s really valuable is to pass along strong financial values and knowledge. Learn how.
New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.
Talking about money with friends, family, and peers can improve your financial outcomes. You’ll make better decisions.
You may want to help your children or grandchildren financially. If you have the money, here are 9 tips for passing it on. Learn more…
This article explores average inheritance numbers. Find out if you can you afford retirement and a financial legacy and explore tips regarding inheritance.
Inheritance is only one aspect of what can be a very emotional time period. It can be useful to know what happens when you inherit money or assets. Below are 7 ways to prepare. 1. Don’t Expect It The old adage, “don’t count your chickens before they hatch,” rings true when it comes to inheritances.…
Choosing the right Social Security strategies can be a $100,000 (or more) question. Find out how to make the most of this benefit with 16 easy tips.
Retirement planning is complicated. Retirement planning when you are married – or part of any kind of committed couple – is doubly complicated. If you are married, you need to use a retirement calculator with inputs designed for couples. When you are part of a couple, there are double the financial considerations. Furthermore, your values…
As you prepare for children to fly the coop, it is worthwhile to consider what type of empty nest parent you might be. Are you: Super proud that they are setting out on their own? Still supporting them financially? Relieved and happy to have more time on your own? Sad and lonely that your children…
When approaching retirement, it’s common for people to start thinking about legacy planning: how they’ll be remembered and what they’ll leave behind. In most cases, leaving a legacy for children, grandchildren, or charities – and other causes people are passionate about – takes careful planning and the advice of a financial planner. Read on for…
Baby boomers who are still financially supporting their adult children (a group that is sometimes referred to as “boomerang kids”) are increasingly finding that doing so is keeping them from reaching retirement, a study shows. In fact, only 21% of baby boomers who support their adult children are retired–compared with 52% of baby boomer households…
Take financial wellness into your own hands and do it yourself retirement planning: easy,
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