Family Matters

Planning for the Future Together in a Multigenerational Household

In a multigenerational household, many know who pays which bills each month, but not everyone knows what each person is saving for.

Talking about financial goals can help family members support each other's success. The conversation can be simple.

A Family-First Guide To Sharing Household Expenses

Parents, children and grandparents living under one roof reflect the deep bond that holds many families together. It’s also a way families support one another financially, sharing costs and easing the load for everyone.

If handling money together feels unclear, it can become a source of stress at home. A clear plan can make paying bills together easier over time.

Why Renters Insurance Can Save You Money

Renters insurance is usually less than $20 a month — but offers a lot of protection.

Working With an Independent Insurance Agent

Get help finding the right coverage for you.

Use Simple Conversations To Teach Your Kids About Money

Like many parents, you realize that teaching kids about money goes beyond counting coins or managing an allowance.

Need a Financial Plan? An Advisor Can Help

If you are thinking about getting some expert advice, here are some things to consider.

Money Tips From Your Wiser, Future Self

Consider these six strategies to help build lasting financial well-being.

Money Moves to Make in Your 60s

Reassess your finances and be prepared to reboot your retirement plan.

Money Tips for Military Spouses

How to working toward a solid financial future and getting help when you need it.

Get Financially Prepared for a Natural Disaster

If disaster strikes, are you financially ready?

On the Road: Travel Safety Tips

Road trips can be a lot of fun, especially if you plan wisely.

Auto Insurance Liability Limits Go Up in 2025

For the first time in 57 years, the state of California is raising the minimum liability requirements for drivers.  

Securing Homeowners Insurance in a Changing Landscape

If you’re a homeowner, here are some practical steps you can take to secure essential coverage and safeguard your largest investment.

Your Teen’s Not Too Young For a Roth IRA

A Roth IRA can help them start saving now and get tax benefits, too.

Estate Planning for a Special Needs Child

Anyone can benefit from an estate plan, but for parents with special needs children, it’s essential.  

5 Money Moves for New Parents

Here's how to help your family grow financially strong.

Should You Say I Do to Merging Your Finances?

There are decisions to make about your new life together, including money.

Retirement Savings Before College

If you haven't been contributing regularly to your retirement, it's important to start and keep going.

Demystifying Estate Planning

Here are some reasons to prepare for the future now.

Saving Tips for a Great Vacation

Plan wisely to make your R&R more enjoyable.

Ask the Financial Counselor: Navigating Money Setbacks

How to juggle expenses and keep current with housing and other essentials.

How to Talk to Your Family About Your Estate Plan

If you've been putting off having a plan in place, now's the time to get started.

When to Start Thinking About Life Insurance

A life insurance policy protects your family and gives you peace of mind.

How to Manage Medical Expenses

If you have medical bills and your savings have diminished, here are some solutions to help you manage them.

Insurance Conundrums: Are You Covered or Not?

Here are answers to some common questions.

Estate Planning Moves if Your Child Isn’t Good With Money

As a loving parent, you want to protect your family if something happens to you.

Smart Ways to Save for College

Here are some options to help you save now for your child's bright future.

Kids and Saving

Help kids learn to save and spend wisely.

What To Do With An Inheritance

Here are some ways to help you decide what to do.

Ways to Improve Your Financial Security

Get back to basics and improve your financial picture.