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5 Reasons Women Avoid Retirement Planning

As a woman, you might find yourself so committed to those you care about, your career, business, or other life obligations, that it could be tough to carve out time to address what’s best for you. Yet...

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Financial Planning For Blended Families

A recent survey found that Americans overwhelmingly consider family as the biggest source of meaning and fulfilment in their lives [1]. Today’s modern family is often a blended one, typically as a...

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Money & Millennials: Future Financial Changes You Should Plan For

The Class of 2019 is the final graduating class of the best-educated generation in American history: Millennials. Whether you’re a recent graduate or now established in a career, we recommend that you...

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Estate Planning For Blended Families

As if financial decisions aren’t challenging enough during lifetime, they can sometimes grow even more complicated at death. This is particularly true when relationships emerge later in life and if...

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What You Need To Know About Family Gifts And Loans

Have you ever contemplated helping out a family member or someone you love financially with a gift or loan? While it’s wonderful to be able to help a loved one, especially if they’re in need, it’s...

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Age 62 – Early Social Security Retirement Benefits

Age 62 is the earliest age at which you can start receiving Social Security retirement benefits. It’s also the most popular age to claim benefits [1], especially for women. Deciding whether to claim...

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Women in the Workforce: Now is a Great Time to Start or Expand Your Career

The COVID pandemic triggered a lot of life changes, especially for working women taking care of their children.  Many mothers were forced to take a step back in their careers or quit their jobs...

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The Benefits of a Two Working Parent Household

Many families require both parents to work for financial sustainability.  However, there are many families where one parent remains home to care for the kids.  If your family has the financial...

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Divorce and Your Finances

While divorce can be emotionally difficult, it doesn’t have to mean financial devastation. In fact, there could be a silver lining that brings to light improvements in one’s financial well-being....

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Women, Can You Afford to Pause Your Career?

Women have more opportunities to excel in a workplace environment than ever before. However, the decision to pursue a career, possibly take a break, and re-enter the workforce continues to be...

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