Life Stage - Family

  1. Want Your Will to Prevail? Don't Die Intestate

    If you die without making a last will and testament, you are said to have died intestate. ...
  2. Do Wealthy Parents Raise Wealthy Kids?

    Researchers are finding that it’s a lot easier to crack the top tier of income earners ...
  3. Top Ways to Reduce Money Friction in Your Marriage

    Bickering about family financials can get messy. Here are some ways to help resolve ...
  4. Why to Buy Term Life Insurance with a Conversion ...

    Why you should always purchase a term life insurance policy that allows for an unrestricted ...
  5. How Advisors Can Help Expectant Couples

    Bringing a child into the world makes parents more acutely aware of their finances. ...
  6. Should You Convert Your IRA?

    Discover the factors you must weigh to make this decision.
  1. How can I start an IRA for my child?

    The Roth IRA is hands-down the most attractive retirement plan available for people with at least 15 or more years until ...
  2. Can I contribute to both a 529 plan and a Coverdell education savings account?

    You can contribute to both, and when your child is ready to attend college, as colleges do accept payments from both. There ...
  3. What is the best way to save for private school expenses? A 529 plan, a Coverdell ...

    If the goal is to put the money in the plan towards private school expenses, then the Coverdell Education Savings Account ...
  4. What options do I have to save for my child's education?

    There are numerous options available to invest savings for a child's education: State-sponsored "529" college savings plans: ...
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