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Financial Checklist for a Surviving Spouse
Very few painful life events can compare to losing a spouse. The emotions you’re experiencing can be overwhelming and oftentimes can be accompanied by...
June 26, 2019 / Families
Beyond 529 Plans: More Tax-Advantaged College Saving Strategies
As parents identify ways to save for college, it is important to know that all strategies are not created equal. The best savings vehicles offer special...
May 30, 2019 / Families
Divorce Is Painful, but Your Financial Advisor Can Make It Bearable
While it’s true that 40 to 50 percent of all marriages end in divorce, very few people go into it with that mindset. When you also consider the fact...
May 7, 2019 / Financial Planning
Adulting Doesn’t Have to Be Hard: Savings & Spending Tips for Millennials
A 2018 report from Bank of America revealed that one in six millennials — those born between 1981 and 1996 — is sitting on $100K or more in savings....
March 26, 2019 / Financial Planning
Your End-of-Year Charitable Giving Guide
The “giving season” is almost here, and your thoughts may be turning to families and organizations in need that could benefit from your generosity....
October 24, 2018 / Financial Planning