Whether you consciously realize it or not, money topics and your emotions are considerably intertwined. If you have been considering estate planning as a way to secure your familyโs long-term financial security and to put plans in place for the next generation, you may find yourself navigating unexpected emotions or difficult family dynamics. That is […]
How to Navigate Your Emotions During Estate Planning Read More ยป
Having a baby will change your life in significant ways, and this includes financially. Not only will you have increased costs for things like diapers and childcare, but youโll also have new financial planning considerations, too.
Preparing Your Finances When Youโre Expecting Read More ยป
Congratulations! The arrival of a grandchild is an exciting time. All of the soft snuggles, tiny shoes, first coos and crawls, AND you get to give them back to their parents after a nice happy visit. The arrival of the next generation is also a good time to plan for your (and their future). In
The Birth of a Grandchild: 529 plans and Trusts Read More ยป
It is inevitable–every day we get a little bit older. The time to begin planning for the next generation is now. As successful heads of your family, you have worked very hard saving for your future, taking care of your family and creating a plan for retirement. Itโs possible that with a few additional conversations,
Family, Legacy and the Importance of Communication Read More ยป
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