Grandparents play an essential role in family life. However, setting clear boundaries around providing childcare helps maintain balance, well-being and respect for everyone involved.
As income becomes fixed and expenses shift, older adults benefit from budgeting strategies that preserve independence and protect long-term security.
People over 65 who remarry after a death or divorce can face thorny financial questions—especially when it comes to adult children and inheritances.
The sandwich generation—adults caring for both aging parents and dependent children—must juggle emotional, financial and legal responsibilities all at once.
For those who are fortunate enough to accumulate wealth, passing it along to future generations and donating it to charitable causes are important and laudable financial goals.
Grieving families left confused from coast to coast as assets freeze after loved ones die.
More retirees are claiming Social Security benefits before full retirement age. This may offer short-term income, but it raises long-term financial concerns.
Tariffs, persistently high inflation and market volatility can stress even the most carefully designed financial plans.
With more Americans pursuing early testing and care planning, Alzheimer’s disease is no longer viewed only as a crisis, but as a condition to prepare for thoughtfully and strategically.
Honest conversations about money build trust and prepare the next generation for future responsibility, especially when tied to a long-term estate plan.