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Family Finances
Key financial decisions for your family happen at all life stages—whether it’s merging finances when you get married, budgeting to help afford everyday expenses when you have children, tax breaks to help you pay for child care and save for college, and how to protect your income for your family if anything happens to you.
Financial Planning & Money Management for Blended Couples Over 50
What happens as blended couples hit their later years, and their children move out of the house? This major season of life can be often overlooked, but it is especially important for blended couples. With an empty nest, their priority and their financial goals may change, and they can focus on being a couple again. To be successful as a blended couple with money management, you need to answer four key financial questions.
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Talking Financial Literacy and Money Management with Your Children
Financial literacy is one of the greatest gifts you can give your children. Understanding fundamental financial concepts provides them with the knowledge, skills, and motivation to responsibly manage their money and achieve their goals, whether they’re a young child saving up to buy a toy or a recent college graduate who’s out on their own for the first time. The sooner you begin these life lessons in money management, the better.
What to Consider When Switching to a New Financial Planner
Choosing a financial planner is one of the most important financial decisions you will make. An advisor should communicate effectively and will support your achievement of short- and long-term financial goals.
Creating a Budget for Your Child’s Medical Expenses
It is important to have a plan in place for potential medical expenses. A CFP® professional can help you evaluate your family’s health care needs and create a comprehensive financial plan that covers your medical expenses today, as well as your potential future costs.
Tips for Individuals Planning on Adopting
If you are a parent or parents who are planning to adopt, here are some ideas to help you navigate your decision. Adopting a child offers the promise of a lifetime of possible returns that are immeasurable in financial terms. But the upfront costs of adopting could be substantial.
Four Financial Considerations When Preparing for a Baby
According to the U.S. Department of Agriculture, you may spend up to a half-million dollars over the first 18 years for a baby born in 2022. This wonderful life event requires financial preparation. Learn more about the four main financial considerations when preparing for a baby.
The Financial Lessons Kids Can Learn from Summer Jobs
A summer job may be the first opportunity for kids to earn enough money to need to make more critical financial decisions. It is important to work with your child to help them manage their summer job income and help them become financially savvy.
Financial Strategies to Help Single Parents Plan for the Future
There are various financial strategies that can help single parents plan for the future. One key to having a successful single parenting life is to create a financial plan and stick to it. Working with a CERTIFIED FINANCIAL PLANNER™ professional can be a great way to start reaching your financial goals.
Three Essential Financial Considerations for New Parents
Three important financial considerations for new parents are considering life insurance, saving for college/future education costs, and establishing a custodial account.
Mother’s Day: How to Help Your Mother Manage Her Finances
Has your mother been significantly involved in the big financial decisions with your Dad, or does he handle them on his own? Does she meet with financial advisers or brokers? Does she know where all the money is kept?
How to Plan for Summer Fun Through Financial Planning
A CERTIFIED FINANCIAL PLANNER™ professional can help you develop and commit to a savings plan that lets you enjoy everything the summer has to offer without setting aside your long-term financial goals.