Family Finance
The money decisions that involve more than one person: spousal and survivor Social Security benefits, what happens to a pension when a partner dies, estate planning basics, and powers of attorney.
We are explicit about deadlines, because survivor claims are often filed late and the lost income is rarely recoverable. We also cover harder subjects, including financial exploitation of older relatives.
Latest Articles
8 Social Security Choices Couples Should Discuss Together
Learn the 8 vital Social Security decisions married couples must discuss to maximize lifetime income, protect survivor benefits, and cut retirement taxes.
The $1 Gift Some Grandparents Are Quietly Giving Their Grandkids
It usually happens on an ordinary afternoon. You’re tidying the hall closet and find the shoebox of birthday cards, one for every…
8 Mistakes That Shrink Survivor Benefits
Avoid costly Social Security mistakes. Learn the key rules, age thresholds, and strategies to protect and maximize your monthly survivor benefits.
9 Signs a Family Loan Could Hurt Your Own Retirement
Discover 9 warning signs that a family loan could jeopardize your retirement nest egg, plus critical IRS interest rules and smart ways…
How to Make Sure Your Bank Accounts Don’t Get Frozen After You Die
Learn how to prevent your bank accounts from freezing after you die with POD designations, survivorship titles, and essential senior estate planning…
9 Signs It’s Time to Simplify Your Estate
Discover 9 clear signs your estate plan needs simplifying, and learn how to consolidate accounts, update trusts, and protect your loved ones…
8 Life Events That Should Trigger an Immediate Beneficiary Update
Discover the 8 critical life events that require an immediate beneficiary update on your IRAs, 401(k)s, and life insurance policies to protect…
8 Signs Your Family Isn’t Prepared for Your Eventual Passing
Discover the 8 warning signs your family isn't prepared for your passing and learn actionable steps to secure your financial legacy and…
Social Security Rules Remarried Retirees Should Know
Discover how remarriage affects your Social Security benefits, survivor rights, divorced spousal claims, and household taxes in this expert senior guide.