Erin Smith, director of estate planning at Edelman Financial Engines, joins Jean and Soledad to discuss what couples who are remarrying and joining families need to know about wills, trusts and dividing assets.

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

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Navigating financial planning when you’re blending families can be very complicated. Soledad and Jean talk with Edelman Financial Engines wealth planner Jason Cowans about what steps to take to help make blending easier.

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

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Alex in Longmont, Colorado, emailed us and wanted to know why Jean and her husband keep their money separate. Jean gives her answer and talks about why it works for them.

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

See omnystudio.com/listener for privacy information.

Edelman Financial Engines wealth planner Jason Cowans joins Jean and Soledad to discuss what a first conversation is like with clients who are entering a new marriage, and why prenups are especially important when you’re blending families.

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

See omnystudio.com/listener for privacy information.

When you’re blending families, you have to do a complete reassessment of your wealth planning strategies. In this segment, Jean and Soledad explain all the things to consider and discuss with your partner when you’re merging families.

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

See omnystudio.com/listener for privacy information.

Nearly half of U.S. families are blended – where at least one of the partners has been married before and is bringing children into their new relationships. So it’s quite common but can also be quite complex when it comes to finances and figuring out what’s “yours, mine and ours.” In this episode of Everyday Wealth™, Soledad O’Brien and Jean Chatzky are joined by Erin Smith, director of estate planning, and wealth planner Jason Cowans, from Edelman Financial Engines to discuss the financial obstacles that blending families create and how to help navigate them. Later in the show, Jean, Soledad and Jason discuss whether it’s a good time to buy the dip.

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low price levels

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Our very own Jean Chatzky and the team at HerMoney have a new book out called How to Money. During this segment, Soledad and Edelman Financial Engines wealth planner Rose Niang explore key takeaways with Jean. 

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Amelia from New York called in to ask Jean, Soledad and Edelman Financial Engines wealth planner Rose Niang about 529 plans. She has three young kids, is unsure if they’ll be going to college, and wants to know if 529s are the best way to save for it.  

These callers are prerecorded and prescreened.

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

See omnystudio.com/listener for privacy information.

Should the parent pay? Or the student? In this segment, Edelman Financial Engines wealth planner Rose Niang joins Jean and Soledad to break down what makes the most sense when it comes to who pays for college.

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Knowing what you can afford when you’re planning for college is essential. In this segment, Soledad and Jean discuss a rule of thumb for when it comes to how much you should borrow for college and the importance of setting realistic expectations. 

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