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Planning for Couples
Couples have special financial-planning needs together—whether it’s deciding if they want to merge their accounts, making decisions about spending and investing, employing certain tax strategies, and determining estate plans to ensure that their spouse or partner inherits their assets.
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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What BIPOC Need to Know Before Working with a Financial Planner
BIPOC individuals and couples have unique personal finance and money needs that must be embraced by the financial planning professionals with whom they work. Here are some tips to prepare for and recommended questions to ask during your first meeting with a financial planner.
Budgeting for Wedding and Engagement Expenses
Just like building a house, your marriage needs to stand on solid ground. This the perfect opportunity to consult with a CERTIFIED FINANCIAL PLANNER™ professional to assist you and your partner in preparing for your engagement and wedding expenses.
Financial Planning Strategies for LGBTQ+ Couples
Financial planning strategies can be complex for LGBTQ+ couples; to begin, where you live matters. As has been well documented, although there has been progress with equality on a national level, more work is needed at the state level.
Personal Finance Questions Fiancées Should Discuss Before Tying the Knot
Personal finances are one of the major causes of stress in a marriage. Before you get married, you and your fiancée should discuss these personal finance questions.
Surviving Spouse Finances Take Larger Role with Your Money
Guidance on how to take an active role in your finances together.
The Anatomy of a Great Financial Plan
Great financial plans don’t follow a formula. You can work with a CFP® professional to build a financial plan that reflects your best interests.
Financial Empowerment Strategies for Women
It’s essential that women be encouraged to vocalize their needs and concerns, and engaged in the management of their financial futures.
Understanding Medicare
Medicare is a valuable source of health insurance for people 65 and older, and for some younger adults with permanent disabilities.
Medicaid Planning and Asset Protection
Learn about the limited ways that you may protect your assets from spend-down requirements, including irrevocable, testamentary and special needs trusts.
Social Security and Payroll Taxes, What You Need to Know Today
Here are the top 10 things you need to know about Social Security retirement income benefits and the payroll tax deductions.