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Financial Planning for Couples

Employee benefitsFinancial PlanningFinancial Planning for CouplesPensionRetirement PlanningSecure ActUpdated for 2020

Should You Take a Pension or a Lump Sum?

Deciding between a lump sum or receiving pension benefits monthly requires careful planning and consideration. Though your personal situation and circumstance will always be the most important factor in any major financial decision, there are several key considerations to keep in mind when deciding how to take your pension. (more…)
December 15, 2019
Financial Planning for Couples

Do I Need a Prenuptial Agreement?

Despite the negative connotation, prenuptial agreements can provide certain couples with unique benefits and protections. Once thought of as only a tool for the super-rich, modern prenuptial agreements have the potential to help protect the interests of individuals in a number of different situations. This includes working professionals, second marriages,…
January 25, 2018
Financial PlanningFinancial Planning for CouplesFinancial planning for new parentsFinancial tips for expecting parentsInsuranceWealth and Family

When Should You Get Life Insurance?

Contrary to what an insurance salesperson may tell you, not everyone needs life insurance. So who needs life insurance and when should you buy it? In general terms: some single people may need life insurance, individuals or couples with young children almost always need life insurance for a period of…
September 21, 2016