Family and Relationships

Talking about money with friends, family, and peers can improve your financial outcomes. You’ll make better decisions.

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.

Explore average inheritance numbers. Find out if you can you afford retirement and a financial legacy and get tips regarding what to leave behind.

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.

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.

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…

Over their lifetimes, baby boomers are estimated to receive inheritances totaling $8.4 trillion — undoubtedly leaving this generation with the question: What should I do with my inheritance money? Receiving an inheritance can be both an emotional and financial experience. While it’s important to honor the memory of your loved one, it’s equally essential to…

Have you ever considered living in a multi-generational home? According to the U.S. Census Bureau, a multi-generational family is defined as “those consisting of more than two generations living under the same roof.” If you enjoy being around family and you’re planning for retirement or nearing retirement age, multi-generational living might work in your favor.…

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…