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Blog

Empowering Your Future: Financial Planning for Parents With Adult Children

Are you a retiree or nearing retirement? Learn why involving your adult children in financial and estate planning is crucial for protecting your legacy, avoiding future stress, and ensuring your wishes are honored.
10/21/2024
Blog

4 Investing Books To Read as a Family

Discover the best investing books to read as a family and spark meaningful conversations about money, financial goals, and smart decision-making. Build financial literacy together—starting today.
Ben Schaefer CFP®
6/30/2024
Blog

7 Strategies To Prepare Your Children for Financial Independence

Struggling to balance your retirement goals with supporting your adult children? Discover 7 smart strategies to help your kids achieve financial independence—without compromising your own future.
Joel Fliegel CFP®
6/19/2024
Blog

Marrying Again? 4 Financial Tips You Should Consider

Planning a second marriage? Learn key financial tips for blended families, including asset protection, estate planning, and how to build a strong financial future together.
Scott Brown CFP®
8/3/2023
Blog

4 Ways to Teach Your Kids About Money

Want to raise financially savvy kids? Discover 4 practical ways to teach children about money—earning, saving, spending wisely, and giving back—starting at any age.
Peter Anastasian
3/4/2022
Blog

3 Crucial Estate Planning Considerations for Singles

Single, widowed, or divorced? Discover essential estate planning tips tailored for individuals without a spouse—learn how to protect your assets, name beneficiaries, and avoid costly legal pitfalls.
Kate Maier CFP®, CTFA, J.D.
7/30/2021
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