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Life Events

Financial planning is all about helping you manage the many changes you experience in life. Whether it’s planning to pay for college, the loss of a loved one, caring for aging parents or something totally unexpected, you’ll know how to be prepared.

College Planning

  • mom-hugging-daughter-packing-car-for-college
    Article
    Q&A: Should we continue to contribute to a 529 college savings plan?
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  • College students at an ivy league school
    Article
    Why Turning Down All 8 Ivy League Schools is Brilliant
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  • graduation cap on top of money
    Article
    Q&A: Paying Off Your Grandchild's Student Loans
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Marriage & Divorce

  • Groom kisses bride on cheek
    Article
    Second Marriages: A Financial To-Do List
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  • Paper boat floating on water with dollar sign
    Article
    Is There a Financial Leak in the Love Boat?
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  • Is It a Wedding Gift or a Charitable Donation? Gift box next to placard reading 'in lieu of gifts'
    Article
    Is It a Wedding Gift or a Charitable Donation?
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Kids & Money

  • adult-kid-in-bedroom
    Article
    Don’t let boomerang kids derail your retirement
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  • A list of potential baby boy names
    Article
    Why Naming Your Baby After Yourself Is a Bad Idea
    Read More
  • Drawing of a family represented by activity icons
    Article
    When Did Parenting Become a Competitive Sport?
    Read More

Jobs

  • Young woman at table looking for job openings in newspaper
    Article
    What to Do If You Lose Your Job
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  • Ric Edelman explains the differences between layoff and furlough
    Video
    The Differences Between A Furlough and Layoff
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  •
    Article
    Q&A: Retirement Plans for the Self-Employed
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The 2020 America’s Best RIA Firms Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

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