Family and Relationships

Your kids are already inheriting your financial habits, whether you know it or not. Here’s why, and how you can be more intentional about it.

Delaying Social Security to 70 can add $100,000 or more in lifetime benefits. Here are the 15 strategies that make the biggest difference.

Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event. 

Here are 16 tips to help you stay financially stable following a divorce after 50. Get the information you need.

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.

Die with Zero is a call to live fully. Explore the core ideas and see 8 steps to a retirement plan that leaves nothing on the table.

59 to 68 million Americans are in the sandwich generation. Get 8 powerful tips for managing this stressful time of life.

Are you a woman? Do you have a wife, daughter, or mother? Discover 10 reasons why women lag behind men in preparedness and how to catch up!

Retirement for couples: Cover these 10 topics to survive retirement with your spouse. Communication is key, especially when it comes to money.

New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.

This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.

Most parents want their kids to be good with money. The harder question is how to actually make that happen — especially when kids aren’t exactly asking for financial advice. The answer is less about formal lessons and more about creating the right experiences at the right time. A summer job at 16 teaches something […]

It’s taboo. It’s not polite. It’s personal. These are all things you’ve probably heard when it comes to talking about money. Keeping your lips sealed about your personal finances is pretty common, but your financial future may be in jeopardy if you’re not willing to talk openly about financial planning. Unsurprisingly, only 9% of baby […]

Giving money to family can be rewarding, but at what cost? Explore 6 important facts about supporting family members.

Get fresh insights and actionable advice to help you connect with others and enrich your social life at any age.

Knowing what happens when you inherit money can enable you to improve plans for your own life.

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. […]

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!

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.

5 new books offer compelling arguments and strong evidence for surprising habits that will result in a healthier and happier life.

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…