4 min read
7 doable steps to help you create a will
A list of assets and an executor are just two of the things you need to help you create a will.
5 min read
Who is eligible for Social Security and spousal, and survivorship benefits?
A range of people, including current and former spouses and dependent children, may be eligible for Social Security benefits.
4 min read
How to start building generational wealth for your kids or grandkids
Building wealth, whatever that looks like, and leaving it to the people we love—it’s a goal many of us share. Here’s how to pass your financial legacy from one generation to the next.
3 min read
5 considerations for choosing beneficiaries for your retirement savings
You work hard to build your savings. Protect what you’ve built by making sure your savings go to the retirement beneficiary you choose.
3 min read
Not sure how to have the “family and finances” talk? These tips can help
Conversations with family about money can be difficult and emotional—but they're necessary. Here’s help for beginning (and continuing) talks about family finances.
4 min read
What to do when your spouse dies: a financial checklist
Working through this list can help you figure out what to do when your spouse dies.
5 min read
Your post-divorce finance checklist
Have a lot on your mind post-divorce? We get it. This straightforward checklist of financial to-dos is designed to lead you to the next stage of your journey with confidence.
6 min read
Do you need (or want) a trust in your estate plan?
What’s a trust? Do you need a trust if you have a will? Learn how this estate planning option can benefit you and your family—now and in the future.
6 min read
Yes, you need a will (and an estate plan, too). Here are 5 things to know.
Want to do everything you can to take care of the people you care about? Then it’s time for both a will and an estate plan.
3 min read
5 health care records that can help protect your finances
Assembling key health care records can help equip your loved ones with the estate planning tools they need to deal with stressful times.