In The News

Close up of couple sitting at a table across from a professional holding documents on a clipboard, discussing how to avoid tax mistakes.
Tax Management

5 Tax Mistakes Costing Retirees & Pre-Retirees Thousands

Many pre-retirees approaching retirement focus exclusively on accumulating wealth while overlooking a crucial…
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Smiling older woman sitting at desk typing on iPad, finding ways to minimize her tax burden
Tax Management

7 Ways to Minimize Next Year’s Tax Burden

Tax season can be a stressful time for many people, especially if you’re not fully…
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Financial Advice

Setting Financial Boundaries with Adult Children

According to a report from earlier this year, “Half of parents with adult…
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Percentage sign bouncing down steps, symbolizing an interest rate cut
Investment Management

Is a Fed Interest Rate Cut Coming Soon?

Year-to-date, the Federal Reserve has maintained interest rates at current levels, despite political pressure to…
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Retirement Planning

Supporting Adult Children Financially Without Jeopardizing Your Retirement

Imagine this: you’ve worked hard for decades, saved diligently, and are approaching the…
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Estate Planning

Financially Supporting Older Children: What is Fair?

When considering how best to divide your assets, you may believe a policy…
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Grandparents teaching granddaughter how to pick berries from a field
Estate Planning

How to Teach Financial Literacy & Wisdom: A Guide to Age-Appropriate Money Conversations

Your five-year-old grandson tugs on your sleeve during Sunday lunch and asks, “Grandpa,…
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Estate Planning

Summer Legacy Conversations: Turning Family Gatherings into Meaningful Money Moments

Your adult children gather around your kitchen table after a family barbecue, and…
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Mother and adult daughter smiling at one another
Estate Planning

Understanding Succession and Legacy Planning

Succession and legacy planning go beyond drafting a will; they involve creating a…
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