Anyone who’s retired in the past 10 years has been very fortunate. They’ve experienced a massive bull market and they may even have a higher net worth today than when…
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Using a Legacy Letter to Preserve Your Life’s Lessons for Future Generations
Your legacy isn’t just about your assets. Over your life, you’ve hopefully come to appreciate what your money can and cannot buy. Writing a Legacy Letter can help your heirs…
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How to Make Good Decisions When Life Throws You Curveballs
No matter how thorough our planning is, we are sometimes faced with tough decisions. Often times, these challenging moments are linked to major life transitions that affect our families, our…
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Don’t Let a Volatile Stock Market Interrupt You Living the Good Life
Volatility in the markets is normal. It’s been said that volatility is a tax that investors have to pay for harnessing the wealth-building power of the financial markets. Knowing this…
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Where Health And Wealth Intersect
Jeanne Carlson Smith, founder of Marca Life Planning, is profiled this month in Investment Advisor magazine, one of the financial services industry’s most widely-respected magazines. The feature shares how Jeanne…
Planning for Later Life: Why You Need a Healthcare Advocate
Edward is a 90-year-old retired professor. Previously active, he now walks with a walker or cane to avoid falling. His appetite has declined and resulted in a 20-pound weight loss….
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The Purpose of Money is NOT Just to Make More of It
Imagine that you’re living in a tent on an open plain… One day you plant a tree. For the next 40 years, you water it. You protect it from harsh…
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What is the True Cost of Financially Bailing Out Your Adult Children?
According to a 2018 study by Age Wave and Merrill Lynch, 79% of parents with adult children provide some financial support for their living expenses both large and small, from…
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3 Ways To Know When You Are Ready To Retire
There’s a pretty good chance that your parents and grandparents retired just because they turned 65. Today’s retirement is a bit more complicated than that. While age is still an…
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Spending: Are You And Your Spouse On The Same Page?
Most married couples take a “divide and conquer” approach to household tasks and chores. One spouse might handle weekly shopping, and the other might handle taking out the garbage. One…
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