As our clients age, we often see them struggle with paying their bills for a number of reasons.
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Over the years, I have learned not to reinvent the wheel when possible. When I began writing about the topic of couple’s money conversations, it was...
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Does an unexpected car or home repair blow your monthly budget? Do you feel like you’re never able to save enough for a vacation? Do you worry about...
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While not always a popular topic in households, discussing finances plays an essential role in almost every decision we make. Readily planning for...
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What would you say if you could travel back in time and give your younger self some advice? Would you tell yourself to slow down and enjoy each...
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As a Certified Financial Planner™ and father of four amazing children, I’m smack-dab in the middle of a very frustrating situation that I believe may...
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As a financial advisor, I’ve witnessed clients dealing with end-of-life with their parents. Sometimes it goes smoothly and other times not. If a...
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How often have you had to shell out cash for unforeseen dental work, plumbing issues, storm damage, vehicle repairs, travel costs, school supplies,...
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It’s not always easy for a couple to walk a journey together for a long time. The elements that frequently draw two people toward one another at the...
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We are officially halfway through 2021, and wow, what a year it’s been. If you’re like many of our clients, you may have taken this midway point as a...
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