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Prioritizing Retirement Planning
We all have different values, needs and priorities. And in order to engage in successful retirement planning, we need to…
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Keep Everybody Informed with a Family Summit
Most wealth leaves families by the second generation, according to Nasdaq.1 And of the $84 trillion in assets that are…
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The Most Important New Year’s Resolution
The start of a New Year usually inspires people to make resolutions. In fact, Forbes reports that around 44 percent…
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The time has come to start repaying student loans.
If you’re like most people, you didn’t pay anything on your student loans since March of 2020 when the federal…
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Have You Caught the Travel Bug?
If you’re catching yourself daydreaming about lazing on a beach with a good book and nothing on your to-do list…
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What is Your First Money Memory?
Dr. Sonya Lutter, Ph.D., CFP, LMFT, often asks her clients about their first money memory. She once had a couple…
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Care For Your Greatest Asset
If you’re a gym-goer, you likely notice the uptick in people working out at your gym in this first month…
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Who Needs Resolutions?
As you near the end of the year, you might already be thinking of New Year’s Resolutions. But we know…
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To Give is To Receive
Adam Grant notes in his book, Give and Take: Why Helping Others Drives Our Success, that people who can be…
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A Toast to Your Wealth…and Health
It’s a new world out there. We’ve survived a global pandemic and new opportunities await! But those new opportunities might…
