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, & estate planning

What is a will & do I need one?

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

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What is a trust?

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

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Wills vs trusts: Which do I need?

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

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Wills & life insurance: How they work together

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

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Can I create a will online?

Is it possible to create a legally binding will online? And should you do it?

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What is a codicil to a will?

Find out how to modify the terms of your last will and testament.

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What is a living will?

Determine what kinds of health care you'll receive if you're incapacitated with a living will, aka an advance directive.

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What is probate?

If you have a will, your assets may have to go through probate before your family has access to them. Find out exactly what that entails for them.

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Savings & Checking

What is a savings account?

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

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Types of savings accounts

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

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What is a money market account?

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

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Money market accounts vs CDs

What's the difference between a money market account and a certificate of deposit? And which is better for your money?

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What is a check?

The basics of checking, starting with what checks are and how to use them.

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Are CDs worth it?

Certificates of deposit earn higher interest than a standard savings account, but it can take a while to see that value.

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Asset protection: FDIC vs NCUA vs SIPC

It may sound confusing, but how your account is insured makes a big difference in how your money is protected.

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What is direct deposit?

Don't want the hassle of manually depositing money into your account? Opt for electronic direct deposit.

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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

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Life insurance companies

Finding the best insurance carriers for everyone

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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.

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