Family Events

Getting Married

Are you getting married? It's the perfect time for you and your spouse to discuss finances. Sharing financial responsibilities can be a bit tricky, especially if one is a spender and the other a saver. Here are some helpful financial tips for planning your wedding, as well as considerations after your wedding day.

And Baby Makes Three

You've stocked up on baby powder and diapers. You've bought the crib, walker, playpen, and stroller. But no amount of planning will prepare you for the day when your child is born. Here are some ideas to help you safeguard your children's future.

You’ve Been Named Executor – Now What?

If you have been named executor of someone's estate, you'll need to know the importance of getting organized, understanding the process, and settling the estate. This information can help you get started on a step-by-step plan.

Role Reversal: Your Aging Parents & You

Today, many individuals may be balancing the needs of their growing family and aging parents. Even if your parents plan to live at a facility for active seniors, they may need help deciding when that will be and monitoring ongoing lifestyle issues. Use this guide to help make decisions about a parent's future.

A Death in the Family

The death of a loved one is a trying time. Making funeral arrangements, coping with grief, and finalizing the deceased's estate can take time and energy when there's little to spare. Use this guide to help tackle the immediate needs of your family after the death of a loved one.