What comes to mind when you hear “financial planning”? You probably think about money management—investments, budgeting, saving, debt, etc. You might think about it as an endless loop of spreadsheets, numbers, statistics, and fact-based meetings…
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Why Beneficiaries Are Important to Your Estate Plan (And Why You Should Probably Update Them)
You know what they say about the best-laid plans….or maybe not? In our book, the best-laid plans are the ones you review again and again, which is especially true for your estate plan. Say something…
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How To Financially Support Your Children And Teach Them The Value of Money
As a parent, you may always feel like you want to take care of your children. But that shouldn’t translate to paying for everything throughout their lives. It’s a wonderful gift to financially support your…
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4 Questions To Discuss With Your Child Before You Pay For Graduate School
Graduate school applications and admissions are on the rise. With more and more students pursuing graduate-level education, it begs the question, Should parents have to foot that bill, too? Maybe you’ve already committed funds to…
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10 Expenses Homebuyers Forget About
Buying a house is an exciting journey, but it can also be stressful (and costly), especially if you walk into the process unprepared, something far too many people do. In fact, over a third of…
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