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All About Family

Five Financial Considerations of Divorce

No one wants to think about examining and dividing their finances, but divorce happens.  In particular, an increase in “grey divorce” (divorce involving couples over

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Planning for The Future

A Lifetime’s Worth of Financial Goals

What are your financial goals? The answer to that question will change through life, but this handy guide can help you and your loved ones

Why Some Savers Postpone Retirement

Most people look forward to retirement. However, a surprising number of people find themselves hesitating to start their golden years -– or even “un-retiring” a

Maintaining a Healthy Money Mindset

It’s hard to find any good news about finance these days. Market forecasters are starting to use the dreaded “r” word to describe the economy

Don’t Fall for These 5 Finance Faux Pas

Money management can get complicated as your financial success and stability climbs. Sometimes bad habits that impact our long-term financial health start at our high

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More On Real Estate

What to Know About Selling a Property

Do you have an investment property you’re thinking of selling? Or are you thinking of downsizing soon? It’s important to understand the costs associated with

Financial Topics for Spouses to Discuss

Have you and your spouse ever disagreed about money? You’re not alone. Shared finances can be tricky, and many couples run into a conflict or

Passing Down Property: What to Know

Passing family property down through the generations is a wonderful way to honor all the memories made in your home. Plus, your kids will get

Estate Planning in 2021 and Beyond

The new administration has proposed tax changes that could affect estate planning for the wealthy. While these proposals may not pass, they offer an important

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