More Articles for Your Family

My family drives me (financially) nuts

Cima, Katherine W. Dean, Wells Fargo Private Bank, Family Dynamics, CFP, and National Director •
Kiplinger
big family drinking tea in dining room

Family gatherings should be filled with excitement and fun, but have you ever arrived for the celebration only to find yourself feeling annoyed or frustrated, and ready to turn around and go right back home? You are not alone. Most of us have felt this at one time or another. And then, throw in a

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Small steps to help achieve big goals of health, wealth and happiness

Arlington Capital Management, Investment Adviser Representative, Justin J. Kumar, and Senior Portfolio Manager •
Kiplinger
Comfort Zone concept, Male with leather shoes steps over circle line to outside bound, Top view and Dark tone, Grunge Dirty Concrete Floor as Background

It’s hard to believe, but half the year has already passed. How are you doing with your New Year’s resolutions? Do they seem too daunting? Perhaps they may not be if you break them up into smaller steps and take action on the first ones. Here are some ideas to kick-start you on the path

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5 cheap things to do with kids when school is out

the editors of Kiplinger's Personal Finance •
Kiplinger
Grandmother and grandchildren having fun at outdoor.

It’s all too easy to spend a fortune to keep your kids occupied during school breaks. Camps are expensive, and the cost of a family vacation adds up quickly once you factor in transportation, lodging, meals out and activities. For budget-conscious parents, there are affordable alternatives. Take a look at five cheap (and fun!) things

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5 avoidable mistakes in the will you write

CFP®, Owner, Esq., Daniel A. Timins, and Law Offices of Daniel Timins •
Kiplinger
Grandparents Helping Child Doing School Homework

I have seen my share of client-drafted wills. While most people opt to have a lawyer draft their last will and testament, there is no requirement that an attorney do so. If you do opt to draft your own will, make sure to avoid the following five mistakes that I repeatedly see in layman-drafted documents:

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Why couples must plan for Social Security as a couple

CFP®, WEALTH MANAGER, Evan T. Beach, Campbell Wealth Management, and Awma® •
Kiplinger
smiling middle aged couple looking at laptop at home

I have sat with clients on countless occasions where one or both spouses have told me defiantly, “I am taking Social Security at 62 because [fill in the blank].” Common rationales include: “The system is going broke.” “I’m going to be dead by 75.” “I need the money.” But in most cases a more accurate

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What to know about reimbursements from 529 plans

Kimberly Lankford, Contributing Editor, and <i>Kiplinger's Personal Finance</i> •
Kiplinger
Student studying on tablet pc

[Question]My son will be starting college in Maine this fall, and we’ll withdraw money from his 529 plan for the first time. Do we need to provide the college-saving plan with evidence of eligible expenses before we can access the money? Also, is there anything special we need to do at tax time? [Answer] You

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