Archive for Family

Women Navigating to Financial Success

Women Navigating to Financial Success

What do women want when it comes to their financial future? Remember back in the early 90’s when the book “Men Are From Mars, Women Are From Venus” by John Gray was published and became a literary phenomenon, of sorts? The basic theory behind the book was that men and women communicate differently, think differently, […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Family, Lifestyle

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4 Questions to Ask About Long-Term Care

4 Questions to Ask About Long-Term Care

As you age, calculating the chances that you’ll need long-term care—and the associated costs—is incredibly important. More than half of people turning 65 will require long-term care during their lifetimes, and the costs may be much higher than you expect. In 1980, the U.S. had $30 billion in long-term care spending. By 2015, that figure […]

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Posted in: Blog, Retirement, Financial Planning, Risk Management, Insurance, Family

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Navigating Toward Your Financial Independence Day

Navigating Toward Your Financial Independence Day

Navigating Toward Your Financial Independence Day In July 1776 our founding fathers declared independence from the British Empire, and earlier this week we celebrated that great feat with our family and friends over backyard barbecue and colorful explosions in the sky. Every American can agree on one thing, it’s pretty great to be free, but […]

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Posted in: Blog, Retirement, Estate Planning, Financial Planning, Investment Management, Risk Management, Social Security Planning, Tax Planning, Insurance, Family

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Paying for a Grandchild’s College

Paying for a Grandchild’s College

Paying for a Grandchild’s College It’s the season of graduations and that means heading to your child or grandchild’s high school or college to watch them cross the stage beaming with accomplishment. If it’s a high school graduation, attendance at a university or technical college may be on the horizon, and for many planning to […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Family, Lifestyle

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My Parents are Retiring Soon

My Parents are Retiring Soon

My parents are retiring soon, and I’m thrilled for them! The title says it all, my parents are retiring soon, and I couldn’t be happier for them. After years of hard work, opening businesses, closing businesses, and socking away savings they’re on their way to retiring in full within the next year. I want to […]

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Posted in: Blog, Retirement, Financial Planning, Family, Lifestyle

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Taking Advantage of Stretch IRAs

Taking Advantage of Stretch IRAs

Taking Advantage of Stretch IRAs If you weren’t already aware, a huge benefit of an IRA is its capability to generate tax-favored money to beneficiaries. By “stretching” an IRA left to an heir, it can provide pre-tax compound investment returns for the remainder of a beneficiary’s life or even after death. These stretch IRAs can […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, IRA, Family, Inflation

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Talking to Your Spouse About Money

Talking to Your Spouse About Money

Have you ever had trouble talking to your spouse about money, or more specifically, the purpose of your money in life? If you answered yes and your palms started sweating profusely even thinking about it, you aren’t alone. It’s probably (at least partially) due to the fact of how the role of money played in […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Family

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Tips for Families Who Have Children with Special Needs

Tips for Families Who Have Children with Special Needs

When beginning to build their families, few parents expect to have a child with special needs. However, the experience is surprisingly common and affects millions of people throughout the United States. In fact, current estimates show that approximately 1 in 6 children from age 3 to 17 have at least one developmental disorder.[1] Any parent […]

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Posted in: Blog, Estate Planning, Financial Planning, Investment Management, Family, Lifestyle

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The High Cost of Divorcing Later in Life

The High Cost of Divorcing Later in Life

Divorce is rarely easy. Most of the time, it is one of the hardest things to go through in life regardless what age you and your spouse are. While divorce rates have actually gone down in most age categories, according to the PEW Research Center, divorce rates among couples who are 50 years and older […]

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Posted in: Blog, Retirement, Financial Planning, Family, Lifestyle

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