Financial planning for childless couples


Much of financial planning is focused on children and heirs.

But if you have no children, your financial planning needs are quite different. What have you and your partner potentially overlooked? Take the quiz.


Associated Tags: Planning, Succession Planning

Need more insight? Let us be your guide.

Our national network of experienced financial advisors can help you create a personalized plan to help you identify financial goals and get you where you want to go in life.

Find an Advisor

Related Insights

People talking over coffee

Investing for retirement...1% at a time

1% a month is a relatively little amount that could have a remarkable impact on how much you are able to save for retirement.

Read More
Holiday Bonus Tips

Getting more than coal?

Did you get a holiday bonus? Here are a few suggestions that may help you make the most of it.

Read More
Seeking advice can help ease fears about financial future

Seeking advice can help ease fears about your financial future

Whether you hope to own a business, a new house or enjoy a comfortable retirement, you’ll need finances along the way. Those who plan along the way are better prepared and have less anxiety about their finances.

Read More

This information is not meant as financial or investment advice pertaining to your personal situation. The selection of appropriate investment, insurance or planning options and/or strategies should be made on an individual basis after consultation with appropriate legal, tax and financial advisors. Nothing contained herein is intended as a solicitation or an offer to buy or sell any product or service mentioned and they may not be suitable for all investors.