Family
Topics

Tax Tips for First-Time Filers
Tax tips and information every first-time filer should know. Filing Taxes, Tax Return , Tax tips and information every first-time filer should know….

How Much Life Insurance Is Enough?
Calculate your life insurance needs using the DIME method. Life insurance, DIME method , Calculate your life insurance needs using the DIME method….

Help Keep the Peace Over Your Estate: 9 Tips
Careful preparation and clear communication now can help your family avoid conflict after your death. Inheritance, inherit, estate , Careful preparation and clear communication now can help your family avoid conflict after your death….

What Is a 529 Plan?
Understand the basics of using a 529 plan to save for college. College savings, 529 plan, college fund, tuition savings , Understand the basics of using a 529 plan to save for college….

How to Choose Your Tax Filing Status After Marriage
What you need to know before filing separate or joint returns. tax preparation, taxes, tax tips , What you need to know before filing separate or joint returns…

Should You Give Your Children Their Inheritance Early?
What to consider when making the decision to give your kids their inheritance while you are still alive. Inheritance, estate , What to consider when making the decision to give your kids their inheritance while you are still alive….

Qualified 529 Education Savings Plan Expenses
Learn which expenses are qualified and which are not. 529 savings plan expenses , Learn which expenses are qualified and which are not….

Preparing to Take Care of a Child With Special Needs
Steps to prepare your home and your heart to care for a special needs child Special needs child, special needs, budget, trust , Steps to prepare your home and your heart to care for a special needs child…

A New Pet Costs How Much?!
Pets bring joy and companionship – and responsibility. Are your finances and home ready? Here’s what to consider before getting a new cat or dog. New pet, budgeting, vet visit cost, dog price , Pets bring joy and companionship – and responsibility. Are your finances and home ready? Here’s what to consider before getting a new cat or dog….

How Much Having Kids Really Costs
Thinking about starting a family? Start preparing your finances now….