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Your Life Priorities

  1. family

    The Caregiver’s
    Financial Guide

    Five questions to help you prepare for what may be one of the most important roles of your life

  2. family

    Couples Quiz: 5 Financial Questions for a Long-Lasting Relationship

    Use these insights to inform money conversations as your financial priorities change over the years

  3. family

    How Do You Want to Be Remembered?

    Use these tips to put plans in place that can help protect your family and secure your legacy.

  4. family

    Widowhood: The Loss Couples Rarely Plan for—and Should

    No one is ever ready emotionally for the death of a spouse. But you can prepare financially for the decision-making and reduced income you may someday face.

  5. family

    Women’s Guide to
    Social Security

    Knowing when to claim your benefits can mean the difference between a comfortable retirement and outliving your money.

  6. family

    The Basics Q&A: "Mommy, Are We Rich?"

    Q: My five-year-old daughter recently asked me about our financial situation. What's the best way to respond?

  7. family

    Remarriage in Retirement: What to Consider Before Saying 'I Do'

    Think about these financial issues before walking down the aisle again

  8. family

    Same-Sex Marriage: The Financial Benefits

    Here’s why a growing number of couples are considering tying the knot in the wake of the Supreme Court’s landmark decision on marriage equality

  9. family

    Checklist: 5 Retirement Questions Every Couple Should Ask—and Answer

    Even newlyweds can benefit from having this conversation. The sooner you come to an agreement, the easier it will be for you to put a strategy in place to pursue your goals.

  10. family

    Can a Marriage of (Financial) Opposites Last?

    You bet, says this couple, who have been married for more than four decades. Here, they share their secrets.

  11. family

    The Things They Never Tell First-time Parents

    Creating a secure financial future for your new baby is one of the most important things you can do⁠—but few parents know where to begin.

  12. family

    Are You the 'Family Bank'?

    When to say yes—and how to say no—if family members turn to you for financial support

  13. family

    Newlyweds’ Financial Guide

    When you said, "I do," you committed to sharing your financial future, and that can take some getting used to. (Hint: The more you communicate, the better.)

  14. family

    The Financial Journey of Modern Parenting

    Parenting is a rewarding lifetime commitment that takes us on a complex and challenging financial journey. Preparing early on can make all the difference later.

  15. family

    6 Classic Elder Fraud Scams—and How You Can Help Prevent Them

    Use these tips to help you protect your loved ones from the threat of financial fraud that’s increasingly targeting older Americans.

  16. health

    The Journey of Caregiving

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