Love and Money

Explore thoughtful planning for life’s most meaningful moments—designed to help you care for the people and relationships that matter most.

An illustrated house wrapped in a large red bow surrounded by gold coins and hearts.

Building Wealth

Using gifted funds for a down payment: What you need to know

13 min read

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Colorful illustration of two people sitting at a table with papers and coins on it. They each have a thought bubble with different illustrated items in them such as an illustrated house, piggy bank, and children. Floating coins and hearts surround.

Your Money

How to talk honestly about money with your partner

9 min read

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Bright and colorful illustration of a large family tree surrounded by houses, floating hearts, and coins.

Your Money

You just got an inheritance. Now what?

9 min read

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Colorful illustration of two hand holding a house wrapped as a present. Surrounded by hearts, coins, and dollar bills.

Building Wealth

What to know before setting up a trust for your child

19 min read

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A colorful illustration of a large piggy bank and two people putting coins into it. Surrounded by floating hearts, coins, and dollar bills.

Your Money

Managing money as a couple: What to know about joint bank accounts

13 min read

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Colorful illustration of a wedding dress on a dress form in front of a mirror. Coins, hearts, and dollar bills float around it in the air.

Your Money

How you can afford the wedding of your dreams

12 min read

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Colorful illustration of a heart shaped house broken in half by a lightning bolt. Surrounded by dollar bills, coins, and hearts.

Your Money

Who keeps the house? Managing a mortgage after a separation.

8 min read

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Your Money

Buying a home together: Financial tips for couples taking the next big step

8 min read

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