Family and Relationships

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.

You worked and saved for years, you can now can sit back satisfied with a job well done and enjoy some leisure. However, are you planning on leaving something to the ones you love? You might be surprised that the best inheritance is not necessarily monetary. Leaving meaningful values, especially financial values, can help insure […]

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.

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.

Shack Up and Save? What Are the Financial Advantages and Disadvantages to Marriage Later in Life 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 […]

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

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.

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…

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. […]