Family Financial Planning

Life insurance needs to work with your taxes, retirement, and more. Here's how you can make sure all of your family's bases are covered.

Further reading

Can you buy life insurance after you've declared bankruptcy?

Carriers want applicants to be able to pay for their policy. So what happens if you've declared bankruptcy?


Should you keep your childhood life insurance policy?

Your parents bought you a life insurance policy when you were a kid. Is it worth holding on to?


Naming a child as a life insurance beneficiary

If you want to leave a life insurance death benefit to your kids, there are some important steps to take.


Buying life insurance for your parents

Should children buy life insurance for aging parents? And is it even possible to do so?


Trusts & wills

What is a will & do I need one?

Do you need a will to leave something to your loved ones? Find out.

Learn more

What is a trust?

Is a trust required to leave assets to your heirs? Find out.

Learn more

Wills vs trusts: Which do I need?

Wills and trusts are very similar. So which one do you need for your family.

Learn more

Wills & life insurance: How they work together

Having both life insurance and a will can make things easier on your family.

Learn more

Savings Accounts

What is a savings account?

The basics on one of the best ways to keep your money safe.

Learn more

Types of savings accounts

Which type of savings account do you need? Here's a rundown of your options.

Learn more

Savings accounts vs checking accounts

What are the differences and similarities between these two popular accounts? Find out here.

Learn more

What is a money market account?

Not sure where to start with money market accounts? Check out this primer.

Learn more

Understand online banking options

Ready to ditch your brick-and-mortar bank? Here's what you should consider in an online bank.

Learn more


Don't know the difference between annual percentage yield (APY) and annual percentage rate (APR)? We can help.

Learn more

Betterment Smart Saver review

Is this robo-advisor's high-yield savings account right for you? We look at the pros and cons.

Learn more

Shopping for life insurance

Calculators and tips on applying for life insurance

Shopping for life insurance

Kinds of life insurance

Explaining the different types of life insurance

Learn more

Life insurance companies

Finding the best insurance carriers for everyone

Learn more

Policygenius’ editorial content is not written by an insurance agent. It’s intended for informational purposes and should not be considered legal or financial advice. Consult a professional to learn what financial products are right for you.

This post contains references to products or services from one or more of Policygenius' advertisers or partners. While these codes earn us a small fee at no additional cost to you, they do not influence editorial content and we only refer products we love.


50 West 23rd Street, Floor 9

New York, NY 10010

24/7 - Available when you need us

Monday-Thursday | 9am-11pm ET
Friday | 9am-8pm ET
Saturday | 9am-9pm ET
Sunday | 10am-9pm ET

  • facebook
  • twitter
  • linkedin
  • googlePlus
  • pinterest

Copyright PolicyGenius © 2014-2018

22 West 19th St, Floor 8
New York, NY 10011