Marriage: Financial Planning Aspects to Consider

Money conversations may not be anyone’s love language, but they’re vital for building trust and stability in marriage. From communication and money personalities to joint vs. separate property, here’s what couples should know when planning their financial future.

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Tax Efficiency and Investment Gains

Balancing portfolio growth with tax efficiency doesn’t have to mean sacrificing returns. From long-term capital gains to tax-deferred accounts and municipal bonds, smart strategies can help you grow wealth while keeping more of what you earn.

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Financial Strategies for Growing Families

There are some general principles of financial management and strategy that can help young, growing families weather the inevitable storms that life brews up, from time to time. In this article, we’ll discuss some basics that can help your keep your young family’s finances on track—and help you get them back on track after a “temporary detour.”

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Divorce and Social Security: Making the Right Calls

No matter at which stage of life it occurs, divorce is one of the most difficult circumstances to negotiate. But especially for those who are nearing or in retirement, divorce can present some particularly difficult challenges, both emotional and financial.

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Romance and Finance: Growing Wealth as a Young Couple

As newlyweds, you’re entering a beautiful new chapter of love, partnership, and—wait for it—shared bank accounts. Marriage is all about compromise, from deciding who gets the last slice of pizza to figuring out who’s responsible for paying the bills. And when it comes to money, it’s less about whose turn it is to buy dinner and more about aligning your financial goals. It could be splurging on a vacation or saving for the future.

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Financial Literacy: A Tool for All Ages

While it may be true that “knowledge is power,” it’s still surprising how little knowledge most people have about money, saving, and investing. Recently a popular financial website gave a quiz on investing concepts, asking questions about very basic concepts like what stock ownership means, the definition of diversification, and the effects of compound interest. The average respondent was able to answer just under half of the questions correctly (48%).

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