Family

Why Every Single Parent Needs a Trust: Understanding the Difference Between a Trust and a Will
Family
Oct 14

Why Every Single Parent Needs a Trust: Understanding the Difference Between a Trust and a Will

What would happen to your child if something happened to you tomorrow? As a single parent in California, balancing life’s demands is tough enough without worrying about the future. Yet, securing your child’s financial future through estate planning may be the most important step you can take today.
Why Women Are Walking Away: The Silent Crisis in Financial Advice
Family
Oct 14

Why Women Are Walking Away: The Silent Crisis in Financial Advice

For widows, navigating life after loss can be overwhelming, especially when it comes to managing finances. Nearly 80% of widows leave their financial advisors within a year of their spouse's death—a clear sign that many feel unsupported or unheard.
Inherited IRA and Pension Benefits: Key Considerations for Beneficiaries
Family
Oct 8

Inherited IRA and Pension Benefits: Key Considerations for Beneficiaries

When the unthinkable happens, California teachers face not only the emotional toll but also the maze of financial decisions that come with inheriting an IRA or pension.
5 Powerful Gifting Strategies to Reduce Estate Tax Liability for High-Net-Worth Individuals
Family
Sep 25

5 Powerful Gifting Strategies to Reduce Estate Tax Liability for High-Net-Worth Individuals

Explore five strategic gifting methods that high-net-worth individuals can use to significantly reduce their estate tax liability and preserve wealth for future generations.
20 Questions to Ask before Retirement as Single Parent
Family
Aug 29

20 Questions to Ask before Retirement as Single Parent

Learn the 20 key questions single parents planning their retirement needs to ask.




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NestEgg empowers, educates, and supports your financial journey. Founded with a mission to guide you towards financial wellness, we deliver expert insights for people in real-world circumstances, and the latest updates to help you achieve your financial goals with confidence.
Disclaimer: NestEgg provides guidance to empower your financial journey but does not constitute financial advice. For personalized financial decisions, please consult a qualified financial planner or advisor. NestEgg strives to ensure the accuracy of our content, but information may differ from what you find on financial institutions' websites or product pages. All financial products and services are presented without warranty.

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