Family
Topics

Financial Well-Being: Attaining Wallet Zen
Understand the definition of financial well-being and how to attain it. Financial well-being, , Understand the definition of financial well-being and how to attain it….

How to Capture the Financial Freedom of Downsizing
Understand the benefits and potential pitfalls of moving to smaller quarters. Financial freedom, financial stress, downsizing , Understand the benefits and potential pitfalls of moving to smaller quarters….

Claiming Your Child as a Dependent
Understand the IRS regulations for parents filing income tax returns….

5 Must-Know Tax Tips for Newlyweds
Planning ahead will help you make a smooth transition to filing taxes as a married couple. tax preparation, taxes, tax tips , Planning ahead will help you make a smooth transition to filing taxes as a married couple….

What a Baby Costs in the First Year
Starting your own family is a remarkable milestone, but it can be costly. Here’s a breakdown of the first year’s expenses, so you can be prepared. Expenses, advice for new parents, pregnant, crib, savings account , Starting your own family is a remarkable milestone, but it can be costly. Here’s a breakdown of the first year’s expenses, so you can be prepared. …

Maximize Your Social Security Benefits
Everything you need to know about Social Security retirement benefits. Retirement, Social Security, retirement benefits , Everything you need to know about Social Security retirement benefits…

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….