Financial Planning

How Much of My Wealth Should I Leave for My Children & Charity?

How Much of My Wealth Should I Leave for My Children & Charity?

For those who have children, the urge to protect and provide for them never ends. Even as they grow into adults and start building their own lives, we still want to ensure they never go without the things they want and need in life. However, when it comes to estate planning, is it wise to give your children everything you own as an inheritance?

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How to Maintain your Retirement Plan if Finances Change Due to A Job Loss or Change

How to Maintain your Retirement Plan if Finances Change Due to A Job Loss or Change

Whether planned or unplanned, job changes can bring excitement, uncertainty, and hope for the future. If you are considering a change in your career this upcoming year or want to be prepared in case of a future job loss, your retirement plan is an essential factor to consider. How can you maintain your savings for life after retirement when your situation changes?

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5 Key Steps to Choosing a Financial Advisor

5 Key Steps to Choosing a Financial Advisor

Working with a financial advisor may seem like something that only wealthy investors do. However, according to the National Financial Education Council, this common misconception costs the average American $1,200 annually in unnecessary spending or savings loss. People in all financial situations can benefit from professional help, whether they want to start saving for retirement, pay off debts, or simply eliminate unnecessary spending and taxes from their annual budget.

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What is Generational Wealth?

What is Generational Wealth?

Most of us are familiar with the term generational wealth. When we start saving for a child’s college fund or inherit something from a family member who has passed away, we are building wealth not only for ourselves but for the next generation. This article will help explain some common misconceptions of generational wealth and help you build your own for your children’s and grandchildren’s future. 

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End of the Year Giving Strategies

End of the Year Giving Strategies

The holidays are just around the corner, which hallmarks the beginning of the giving season for many families. Not only do we give to our own families, but many people like to include charitable giving as part of their holiday cheer. The easy part, however, is wanting to give. Finding the right strategies to give charitably can be tricky, especially if you don’t have a specific cause in mind. 

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How to Build Your Emergency Fund

How to Build Your Emergency Fund

Building and maintaining an emergency fund is important no matter what stage of life you’re in. A safety net for the unexpected loss of property, temporary losses of income, and local emergencies is a wise way to steward your resources and ensure you are prepared no matter what life throws at you. 

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