If you’re taking the time to read this, odds are you’re the planner in the family. You take care of most of the financial duties for your family, and your spouse looks to you for the final say on these matters. If that is a fairly accurate portrayal, it is important that you continue reading…
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Graduation is a major step for those important young adults in our life. Whether it be graduating from high school or graduating from college, a parent’s goal is always to see their kids launch successfully and stay successfully launched. How do you do that? Well, we have few ideas for you. The Cost of Living.…
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Tom and Maria were married a little more than forty years when Tom suffered a severe stroke. The stroke changed him. It not only caused permanent physical impairment, but he became angry and unmanageable. As she struggled to manage him or tend to all of his needs, Maria was forced to get help. Life had…
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A fellow advisor once told me a story about trying to help his grandmother with her life planning. “She refused,” he said. “She insisted that John, who had been her advisor and friend for years, was doing just fine for her. Besides, she couldn’t take away the business from a lifelong friend.” He continued by…
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This is the stuff they should teach you in high school… but don’t. Once you reach 18 years of age, you need to obtain the basic legal documents. It is astonishing how many individuals and families we meet without a single legal document. Most people think of dying or preparing to die when they hear…
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Unfortunately, this a question being asked by young adults – well, adults in general… parents and grandparents included. Although it should be, financial literacy is not a course in most schools. When considering the need for financial literacy, I am reminded of this: “What you tolerate today, you will accept tomorrow. What you accept today,…
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