Saving, spending and spouses

When one spouse saves and the other spends, friction can follow. Discover how couples can align values, define goals and build financial harmony together....

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Helping your child buy a home

With home prices rising, many buyers are getting a boost from parents. Explore four ways to help your child buy sooner without risking your own retirement....

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Wealth planning for couples without children

No kids? Your financial flexibility can open doors. Uncover strategies for early retirement, insurance planning and estate decisions that balance lifestyle today with long-term security....

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What does an executor actually do?

Learn about an executor’s wide-ranging responsibilities....

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I can choose who gets my money when I die, right?

Find out under what circumstances the courts may step in to change estate distribution instructions....

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A “beneficiary lottery” is what happens when you leave an inheritance to chance

Learn why the order of deaths in a couple may mean some beneficiaries get a windfall while others are left out in the cold....

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The importance of having a professionally drafted will

Discover why everyone should have a valid will that is prepared by a legal professional....

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The importance of including your pets in your estate and incapacity planning

Estate plans should cover pets too. Learn how to protect your pet’s future if you become unable to care for them....

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The right representatives can protect you from financial elder abuse

Anyone may become vulnerable to financial elder abuse, but well-chosen representatives can help protect you....

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