Marriage

Table for a party

Love and Marriage: Financial Planning for Same-Sex Spouses

Estate planning is important for everyone — especially for same-sex couples.


The Supreme Court DOMA Decision and Same Sex Couples

When Edith “Edie” Windsor and Thea Spyer met in 1963, they likely didn’t envision changing the status of same-sex marriage for the entire nation.

New Financial Planning Considerations for Same-Sex Married Couples

Same-sex married couples can now plan for how their financial lives will change when it comes to federal taxes and benefits.

Insurance and Your Financial Plan

When creating your financial plan, it helps to think like you are building a pyramid, with insurance as the base.

Strategies for Second Marriage Planning

Getting married again? Finances can become complicated for blended families. Plan ahead to avoid confusion.

Budgeting Guidelines for Managing Income and Debt

Smart household budgeting is part art, part science.

Saving for Your Goals

Whether you’re saving for a child’s education or a new home, there’s a strategy to it.

Has Your Insurance Kept Pace With Your Life?

The right type and amount of insurance coverage changes over time and depends on many factors.

What to Consider When Choosing an Insurance Company

An insurance company’s financial strength is the best indicator of its ability to pay claims.

Which Type of Life Insurance May Be Right For You?

There are two basic kinds of life insurance: term and permanent.

Insurance Checkup: Getting Married

With proper planning, life insurance can help provide a solid financial foundation for you and your spouse.

Insurance Checkup: A New Child

If you are thinking about buying life insurance for your child(ren), consider these pointers.

Life Insurance Coverage for Special Needs

Caring for a family member with special needs is a big responsibility. With planning, you can feel better knowing that their future needs will be met.

Estate Planning Essentials for Noncitizen Spouses

If your spouse isn’t a U.S. citizen, you may face special estate and financial planning issues.

Create a Budget

Creating a budget can help you build a healthy financial statement and increase your net worth.

Mutual Funds 101

A mutual fund offers simplicity, diversification and the flexibility to redeem shares on request.

Keep Your IRA Well Maintained

Your IRA is like your car — it needs periodic maintenance to keep it in good running order.

Tough Decisions About Decision Making

Couples should tackle financial planning together in case one person loses the ability to make decisions.

Spousal IRAs

Consolidating retirement accounts belonging to you and your spouse or domestic partner can help simplify finances.

Eight Things to Do Before You Say “I Do”

Here are some steps you can take to help you and your spouse lead a financially healthy lifestyle.

Beneficiary Designations

When you started contributing to a retirement plan, you named your beneficiaries. Do they need to be updated?

Insurance Checkup: After the Death of a Loved One

It is not easy losing someone you love. When the time is right, do what is right for you and your family by taking the steps necessary.

Need Financial Help?

Experiencing a Life Event?

Tools & Calculators

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Financial Essentials
Workshops & Webinars

  • Inside Money: Managing Income and Debt
  • Money at Work 1: Foundations of Investing

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Expect the unexpected

We can help you be prepared for emergencies with life insurance.

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