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The Impact of Age Differences on Your Financial Planning
Deciding who to share your life with is usually based upon factors other than retirement planning. After all, most couples do not begin their relationship by considering strategies for claiming ... -
How to Help Aging Parents with Financial Management
Next to politics, money is often the last topic that people want to discuss openly – especially when you are speaking to family. The sensitivity of this topic is often ... -
New Gift Tax Rule Will Apply For 2023
The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world. Changes in estate tax laws on both the federal and state level have ... -
Money Issues and Marriage
Attitudes about money and finances can create significant problems within many marriages and relationships. In fact, according to a recent study by Money magazine, 84 percent of respondents stated that ... -
How to Prioritize Your Financial Life
In financial planning, we are taught to “plan” our finances around an uncertain future. While planning for the future and being a good steward of money and wealth is important, ... -
Money Moves to Make at Every Age (Part 2: 50s & Beyond)
This is the second of a two-part series on the financial moves that should be considered at various pivotal points in your life. After reviewing key decisions to consider during ... -
Money Moves to Make At Every Age (Part 1)
Life is a journey filled with financial choices that ultimately shape your future. While money may be important to many, it is simply a tool to help people focus on ... -
Choosing the Right Executor for Your Estate Plan
Taking the time to address how your financial affairs will be handled when you are gone can be overwhelming. After all, you are making decisions that affect family, friends and ... -
Helping Beneficiaries to Avoid Mistakes with an Inheritance
Dealing with the loss of a loved one is never easy. In addition to the emotional challenges of loss, many people are thrust into dealing with financial complexities. This can ... -
Money Moves to Make After Tying the Knot
While marriage can be an exciting time, the realities of integrating the financial goals of two different people can be challenging. Too often, couples find out later that financial incompatibilities ...
