Family-savings
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Getting Married? Don’t Forget to Talk Money First
Relationships Whether or not you merge your finances, you need to be on the same page.
By Emma Patch Last updated
Relationships -
Social Security for Stay-at-Home Moms (and Dads): How to Qualify for Benefits
social security Just because you don't bring home a paycheck doesn't mean you're not working. A stay-at-home parent can get a Social Security check just like any other worker. Here's how.
By Mike Piershale, ChFC Last updated
social security -
How to Throw a $5,000 Wedding
savings Two brides share their tips for keeping the costs of a ceremony, reception, dress, invitations and more under control.
By Cameron Huddleston Last updated
savings -
10 Best Benefits for Military Members and Their Families
savings Service members face a range of threats – from the lethal to the financial. An array of military benefits and programs are meant to offset some of the risk for them, their spouses and their families.
By Lisa Gerstner Last updated
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Gifts to Minors: LLCs Can Protect Them from Creditors and Predators
family savings You’ve decided to fund a Uniform Gifts to Minor Account, but have you thought about how to make sure that legacy will be secure?
By Jeffrey M. Verdon, Esq. Last updated
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College 529 Savings Plans: What You Need to Know
529 Plans Do you know how much you’re able to contribute or what the funds could be used to pay for? Check out the nitty-gritty details of this formidable college savings tool.
By Michael Aloi, CFP® Published
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Bigger Isn’t Always Better When It Comes to Financial Advice
Financial Planning Here’s why a smaller, independent adviser could be a better fit for your retirement-planning needs than the big-name institutions.
By Megan Clark, Investment Adviser Representative Last updated
Financial Planning -
Want Real Estate Without Hassle? Consider a DST
real estate Before you get into the landlord biz (or if you'd like to get out of it), there could be an easier way to invest in real estate, a Delaware Statutory Trust.
By Megan Clark, Investment Adviser Representative Last updated
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ABLE Accounts Give Disabled More Financial Freedom
Financial Planning People with disabilities, and their families, can save for a variety of expenses in these tax-advantaged accounts.
By Emma Patch Published
Financial Planning