Mickey Mantle once famously said, “If I knew I was going to live this long, I’d have taken better care of myself.” Would the future YOU feel this way, too?…
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Doing the Most Good Without Disrupting Your Financial Plan
Many studies have shown that charitable giving provides greater happiness than buying more stuff. Giving to a deserving cause forges feelings of connectedness and community. Incorporating charitable giving into your…
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The Smart Parent’s Guide to Preparing Financially for Your New Baby’s Arrival
There are few experiences in a couple’s life more exciting than welcoming a baby into the world. Children provide a wonderful new light in your life. They help round out…
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Strategic Life Planning: Is Your Money Being Used To Live Your Best Life?
Have you noticed? There’s a movement toward redefining money. Instead of accumulating money for what it can buy, more of us want to use money to live the best life…
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Is Your Money Aligned with Your Values?
Have you ever watched a hamster running in a wheel? All that running, all that effort, day after day after day… but he never really gets anywhere, does he? Many…
529 Plans and FAFSA: A Careful Balance for Grandparents
Having a 529 plan is great way to prepare for future education costs. It encourages savings and provides tax advantages. It’s important to be clear on three areas: Who owns…
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Are You Ready To Be A Caregiver?
A caregiver is any unpaid individual who provides assistance with personal needs or household chores. It can be a spouse, partner, family member, friend, or even a neighbor. They may…
What’s Your Debt Story?
Nearly half of Americans say their expenses are equal to or greater than their income, according to a new study from the Center for Financial Services Innovation. Revolving credit, particularly…
FAFSA: An Investment in the Future
If you have children or loved ones who plan to go to college, it’s important to familiarize yourself with FAFSA or Free Application for Federal Student Aid. The FAFSA qualifies…
Don’t End Up Alone And Vulnerable in a Nursing Home
Imagine you just turned 75. It is 10 years to the day since you retired. You’ve tackled two-thirds of your bucket list and feel pretty confident in your health and…
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