The Latest From Our Blog
Blended Family Finances: Challenges and Strategies
Financial advisor Brian Peterson reveals strategies for blended family finances on NK Podcast Shared. Uncover trust planning, financial transparency, and emotional navigation for modern families.
Creating a Shared Financial Vision: Having the Money Talk with Your Partner
Money can be a tricky topic, but for blended families, it’s essential to address it early and often. Build trust, foster unity, and align your financial goals with a framework that works for your family.
5 Questions to Ask Yourself 5 Years Before Retirement
Planning to retire in the next five to ten years? It’s a goal that you’ve spent a lifetime working towards and with the finish line in sight, it's the perfect moment to fine-tune your plans to ensure your transition is as smooth as possible.
Making the Right Move: A Parent’s Guide to Relocating with a Blended Family
Making housing decisions for a blended family can be tough. How do you ensure a smooth transition while meeting everyone’s needs? Here’s what to consider.
Blended Family Financial Planning: Teaching Kids About Money
In blended families, teaching kids about money requires a unified approach. Learn how to align your financial values and provide consistent education that empowers your children to make smart financial decisions.
How Much Money Is Enough for Retirement?
Discover how to determine the amount of money you need for retirement to maintain your lifestyle and achieve your goals. Proper planning helps you avoid unnecessary stress and enjoy a secure, fulfilling retirement.
Life Insurance Essentials for Blended Families
Navigating life insurance decisions can be overwhelming, especially if you're new to the process. Learn these basics so you can make informed choices to protect your blended family's financial well-being.
Estate Planning for Blended Families: A Checklist for Keeping Your Plan Current
Because your estate is continuously changing and the circumstances that affect it can shift over time, it’s important to make adjustments as needed. This checklist can help you cover all the bases.
Managing Debt in Blended Families: Navigating Financial Freedom Together
Is debt putting a strain on your blended family? Find out how to break free from the cycle and regain financial stability.
Budgeting for Blended Families: Setting Your Finances Up for Success
Merging finances from past relationships can quickly become complex. Learn how blended families can create a budget for long-term peace and stability.
Blended Family Finances: Creating Unity with Ground Rules
Navigating finances in a blended family? Ground rules can make all the difference for daily money management.
Blending Finances: Strategies for Everyday Money Management
There are many ways to manage your day-to-day finances, but in a blended family, things can get complicated. Here are two methods to consider.
3 Steps to Creating Your Blended Family’s Unified Financial Vision
Blending a family can leave couples feeling pulled in many directions and adrift in their finances. This article offers three steps to create a unified vision for moving forward with a positive framework for making money decisions together.
Creating a Unified Vision for Your Blended Family Finances
Blended family finances require special considerations and bring dynamics not shared by traditional first marriages. This article explains why creating a unified vision goes beyond the numbers to strengthen the family’s bond and success.