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Finding Purpose in the Everyday

What is your money for? That’s maybe the most important question that our planning process helps people to answer. If the purpose of life was just to make more money, then no one would ever stop working.

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Start Teaching Your Kids About Money

It’s back-to-school season, which means it might be a good idea for parents to think about something their kids won’t be learning in a classroom this year: how to manage money.

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Preparing to Send Kids to College

Between the student debt crisis, COVID-19 lockdowns, and post-pandemic changes to the workplace, it’s never been more important for students to make the most of their college experience. And if you’re a parent who’s preparing to foot the bill and hoping to turn that extra bedroom into a hobby room, it’s important that you set clear expectations for what your child needs to accomplish before graduation.

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Develop a Family Bucket List

Summer flies by fast, but if you’re a parent, you probably feel like your kids are growing up even faster. The hustle and bustle of raising and supporting your family can make it tough to find time to get away.

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5 Steps to Address Concern About an Aging Parent

As your parents begin to settle into their final phase of life, their health, residence, and finances could become a factor in your retirement planning. This is especially true if you are the person your parents have tasked with settling their estates.

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Should You Become a Teacher in Retirement?

As a retiree, one of the most fulfilling ways you can share your skills and experience is to start a second act as a teacher. Using your top talents to give back in a classroom can give some structure to your retirement schedule while also providing meaningful interactions with other people.

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Planning a High-Impact, Last Minute Trip

Every summer seems to fly by a little faster than the one before. Now that we’re past the unofficial midpoint, you may be itching to put one more trip on the books before your kids head back to school and the end-of-the-year grind kicks off at work.

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