Financial planning for childless couples

Share

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

Woman puts money into a piggy bank.

Dividend Investing: Small Payments Can Boost Returns

Investing is full of choices. Stocks or bonds? Mutual funds or individual securities? Capital appreciation or dividend payments? If you’re unfamiliar with those last two terms, you may be missing out on an important investment strategy.

Read More
39246_web_img1

Your health is your greatest wealth. How prepared are you?

Regardless of your generation, it is important to have conversations about what you value most in life and how you would want to be treated in specific health or medical situations.

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.