Just as you take care of your family, you need to take care of yourself. And that applies to financial matters.
Whether you're an elder or the adult child of one, communication with your family and a plan can minimize risk.
Four steps to help you plan for the transfer of wealth and your values to loved ones.
Life and Money
Divorce is a financial challenge at any age, but when its later in life, it’s critical to protect and plan.
Teaching kids financial values early can help promote good spending and savings habits throughout life.
Get some tips and reminders that might allow you to save time, avoid mistakes, and maybe lower your taxes.
Carefully managing deductions and income may enable you to reduce exposure to the alternative minimum tax.
Health Care and Wellness
Six key questions to answer to help you decide whether to use health care exchanges to purchase health insurance.
We estimate a couple may spend $245,000 on health care in retirement, up $25,000 from 2014.
Think realistically about how much you can pay, and get creative in making your choice work for your family.
The right way reduces taxes, avoids penalties, and doesn’t jeopardize financial aid.
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Investing involves risk, including risk of loss.