Couples & Families


Renting Out Your Vacation Home—What Are the Tax Rules?

August 6, 2014

Renting out a vacation home can help defray your costs—but the tax rules are complicated. To avoid a big IRS headache, pay close attention and keep accurate records.
Buy or Rent? And Where to Park Your Down Payment until You Decide?

July 2, 2014

Deciding to buy or rent is a big decision. So is deciding what to do with your down payment in the meantime.
How Can You Set a Good Financial Example for Your Kids?

June 11, 2014

Times may have changed, but certain old-fashioned economic values remain.
What Financial Steps Should You Take When a Spouse Dies?

June 4, 2014

There are lots of financial issues to handle when a spouse dies—but fortunately you don't have to handle them alone.
Who Qualifies for Social Security Survivor Benefits?

May 28, 2014

It's hard to think of finances when a spouse has died, but don't ignore possible Social Security survivor benefits.
Should the New myRA Account Be Your IRA Account?

May 14, 2014

The new myRA can be a step in the right direction for retirement savings, but it's a baby step at best.
Is There a Tactful Way to Help Your Mom (or Dad) Financially?

May 7, 2014

Parents are used to giving kids a financial hand, but aren't always comfortable being on the receiving end.
Do You Know Enough About Your Family Finances?

February 12, 2014

Even if your spouse is calling the shots financially, it's essential that you know the game plan.  
Valentine's Day: Can You Be Romantic on a Budget?

February 5, 2014

If you're worried about your Valentine's Day budget, get creative. It can be just as much fun to be frugal.
 
Do Your Folks Have an Advance Healthcare Directive? Do You?

January 22, 2014

No matter your age, it's wise to think about what you'd want done in a medical crisis—then put it in writing.
 
Some Last-Minute Thoughts on Giving Lasting Gifts

December 24, 2013

You can't wrap them with a bow, but your gifts of time, knowledge or education may be the most valuable of all.
 
If One of You Makes More, Can You Still Be Financial Equals?

November 27, 2013

Financial equality isn't just about money. It's also about the way you handle financial changes as a couple.
 
Financial Steps for Same Sex Spouses

August 28, 2013

The Supreme Court opened the door to financial benefits, but same-sex spouses have to take action to get them.
 
Is There a Positive Side to a Prenuptial Agreement?

April 17, 2013

A prenuptial agreement isn't about distrust; it's about creating a foundation for your financial future together.
 
Helping Aging Parents Financially: Is There Any Way to Lighten the Burden?

April 3, 2013

There are many ways to help aging parents financially—and not all of them mean money out of your own pocket.
 
Are You Putting Off Estate Planning?

February 6, 2013

An estate plan isn't only about money; it's about protecting yourselves and your kids. Do it now.
 
Contemplating a Divorce: What Should You Do to Protect Yourself Financially?

January 23, 2013

A divorce can be overwhelming, but taking certain financial steps can help keep emotions from overriding good judgment.
 
Estate Planning: Who Makes the Best Executor or Trustee?

January 16, 2013

If you're considering making one of your kids executor or trustee for your estate, remember it's not a reward—it's a responsibility.
 
Estate Planning in a 2nd Marriage: What's Fair?

December 26, 2012

Honest communication now is the key to avoiding family disharmony down the road.

 
Happily Unmarried: What Are the Financial Issues?

December 5, 2012

Moving in together? Try a “yours, mine and ours” approach with your finances. 
 
Family Finances: What Does Each Spouse Need to Know?

November 28, 2012

In every couple, there's usually one person who takes the financial lead. But the other should still be involved.
 
What Financial Precautions Should a Widow Take Before Remarrying?

November 21, 2012

Remarrying raises a lot of financial issues. Handling them upfront is especially important for you and your family.
 
How Can Unmarried Couples Prepare Financially for Their Later Years?

October 31, 2012

Unmarried couples are faced with a few added financial and legal issues. Learn how to put some safeguards in place.
 
Overwhelmed With Financial Paperwork?

September 26, 2012

You don't need to hold on to every bit of financial paperwork forever, but you do need a system to keep everything straight.
 
Can You Collect Social Security on Your Ex's Earnings Record?

September 19, 2012

Even if your marriage ended, you might still be able to tap into your ex-spouse's Social Security benefits—as long as you meet all the qualifications.
 
Can Finance and Romance Go Hand in Hand?

February 9, 2011

Many couples avoid talking about money. But if you start the conversation now—you may be able to avoid the heartache later.
  
Your Child's Assets and Financial Aid: What Counts, What Doesn't

February 2, 2011

How do assets—your own as well as your child's—impact financial aid eligibility?
 
First Steps for Your Baby's Financial Future

January 5, 2011

A new baby's daily needs can make your head spin—but you still need to do some straight thinking about your child's financial future.
   
Financial "Aid" After College: What Are a Parent's Responsibilities?

November 10, 2010

What is a parent's responsibility after a child has finished college? The short answer: Retirement comes first!
  
Family Business: A Loan Is a Loan

September 8, 2010

Your brother borrows $10,000 and seems reluctant to pay it back. It's time to remind him of his obligation (and understand the legal implications of family loans).
  
Financial Planning 101: Required Course

August 11, 2010

Do you need a financial plan when you're young? Absolutely. Start early and you'll not only protect your future, you'll make everyday money management a lot easier.
   
Aging Parents: Sharing the Burden

August 4, 2010

What happens when your parents run out of money? How should you divide the responsibilities among your siblings? Start by having a conversation.
   
Investing in Yourself: What's the Best Way to Get an MBA?

July 21, 2010

Getting an MBA degree is expensive. Should you quit your job and go to school full-time? Or keep working and pursue a degree at night and weekends?
  
 
How to Keep Finance from Ruining Your Romance

July 7, 2010

When you make considerably more than he does, will finance ultimately trump romance? Ways to keep money from tripping you up as you walk down the aisle.
  
Dividing Up Your Estate: Does It Ever Make Sense to Split It Unequally?

June 23, 2010

When it comes to estate planning, an equal division is usually best. But if you want to do something different, understand the consequences—and talk it out first.
  
College Finance: Is a Private College Worth the Cost?

January 20, 2010

Higher education is expensive—and private schools are hugely so. Are they worth the extra money?
  
You Could Use Your Roth IRA to Pay Off Student Loans—but Should You?

January 6, 2010

Just because you can make an early withdrawal from your Roth IRA contributions penalty-free doesn't make it a good idea.
  
Giving Money to Your Adult Children? Use It as an Introduction to Investing

September 30, 2009

An investment account for a child is an asset for his or her future—and a uniquely powerful opportunity to teach them about personal finance.
 
Suddenly Alone—Where Can You Turn for Help?

September 9, 2009

Managing your financial life after losing a spouse is difficult. But there are resources you can turn to for practical help and support.
  
What's the Best Way for a Parent to Help Pay Off Student Loans?

September 2, 2009

Helping your graduate pay off student loans is a great gift. Discussing your payment options and decisions can make the gift even more valuable.
 
Get Someone Started on a Lifetime of Investing

May 27, 2009

A hundred bucks may not seem like much for an investment portfolio—but it might be plenty to get a teenager involved in investing and personal finance.
 
Want to Make a Tax-Free Gift? Pay Attention to the Dates and Dollars

May 4, 2010

It can make you feel great to give a gift of money or property. Just make sure you're not taxed on your generosity.
 
Investing for College: A 529 Plan Is Still a Good Idea

April 23, 2009

Given the turmoil in the markets, is the 529 plan still a viable option for college savings?
 
Financial Aid and Personal Assets: Is There an Optimal Strategy?

January 29, 2009

What do college financial aid programs consider when determining eligibility?
 



The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

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