This might be an easier question to answer than “what is new in DC?” It feels a bit like drinking from a fire hose, so we thought it might be beneficial to zero in on some things that are important to the families we serve. #1…Which, by the way, is my favorite! The on again,…
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While looking for some entertaining statistics on how much exercise equipment is bought in January, I found out why Presidents Day sales are so good. It falls in line with all the returns made on the New Years Resolution items from January. In one way or another this rings true for all of us. I…
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Kids these days! How many times have you heard…or even said this? Parents these days! Yes, your children will be saying this someday, if they aren’t already. There is an ongoing disconnect between generations and the way they think about a lot of things, including money. This is evident in any family, so the good…
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Be forewarned. I am going to be candid here: Whatever excuse you just gave? It is just that—an excuse. First, it’s important to recognize that we all have dysfunctional families to some degree. Maybe you are facing substance or alcohol abuse, your kids are not getting along or there are others that don’t understand the…
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This is certainly a loaded question… and it’s meant to be. You might immediately think of the people you treasure, the things you love to do, the places you want to see, or the memories you have yet to make. There’s nothing wrong with a little mental wandering when you consider the question, but you…
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Preparing for the inevitable, or the unexpected, is not something that a lot of people like to think about. And today’s high-tech world is creating numerous, unintended challenges for loved ones. In this article, we’re sharing tips for why, what and how to best leverage technology to make things easier for loved ones. Why Organize…
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48% – The chance that you will need some type of paid long-term care services in your lifetime. 1 70% – The chance that you will need some type of severe long-term healthcare need if you are 65 today. 1 7 years – This is the average length of long-term care for a woman TODAY.…
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When you start your career in life planning and wealth management you realize every day is like drinking from a fire hose. As time goes on…it doesn’t really change. Unfortunately, there is ever increasing complexity that surrounds what seems to be the simplest of planning tools. IRAs, 401(k)s, and other like-kind retirement accounts are a…
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Just the idea of having a trust seems complicated…but is it? The truth is that not having a trust in certain situations creates significantly more complications than having one. Then again, that’s not always the case. So, let’s break it down and look under the hood. If you die with a Will most likely you…
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Let’s face it…No one wants to talk politics these days, but facts are facts. We are approaching a presidential election, so politics need to be top of mind. As we dive in, I will give you peace of mind though. We are not going to provide any biased content and we are going to keep…
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