If the pandemic has proven anything, it’s that life-altering occasions have the potential to uproot even the firmest of financial plans. Why? Because reminders
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What if you could simultaneously pay off your student loans and save for retirement? Enter the SECURE Act 2.0. While this bill has yet to become law, it’s worth
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If you are thinking about sharing money (or other assets) during your lifetime with family and heirs but questions linger about whether you should do so and
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In preparing the next generation to manage money, it’s not how much you know but what you model and share that matters most. Learn some methods for giving
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You’ve diligently accumulated the wealth you need to retire, winning the game and earning satisfaction for completing a solid plan. Other than tee times and
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Some may feel uncomfortable about leaving their charitable mission in another’s hands, but it also might not be practical or optimal to donate all the dollars
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The judge has signed off and you are now officially divorced. But hold on a minute, because you may not have reached the finish line quite yet. While the
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Whether your business is booming or under a bit of strain, a key question remains: How is your personal financial situation? Are you where you want to be? Learn
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Economic circumstances can at times shift quite quickly and unpredictably. But we can still plan ahead and prepare contingencies so that our finances are better
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Being wrong stinks, but having been wrong can be great, because it means you are now less mistaken than before. Of course, acknowledging our wrongness can be
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Where does financial planning end and identity theft prevention begin? Clearly it’s all tied together, and these two elements of your financial life are
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If your child is competitive in their chosen sport and you’re looking for some guidance on how to get a college athletic scholarship, the first step is to find
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