Blog
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“Keep the Money Together”: The Care and Feeding of Intergenerational Wealth
Once a financial legacy is built that can continue through the generations, here are some ways to help protect it.
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Building and Maintaining Generational Wealth: Three Tips for Family Stewards
In our work with family stewards, we spend time educating about how family fortunes are built, preserved, and, too often, lost. Here are some tips for family stewards.
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It’s Time for Your Financial Spring Cleaning
As the weather warms and we start to think about tidying up, and other tasks that go along with spring cleaning, it’s also a good time to do some financial sprucing up, as well.
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Financial Literacy Month, 2023: Freshen up Your “Savings Savvy”
April 2023 is Financial Literacy Month. Here are a few tips for increasing financial understanding for anyone aged 5 to age 75—and beyond.
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Keep Your Eye on the Ball: Tax Tips for Retirees
Just because you’re retired doesn’t mean that Uncle Sam has forgotten about you—or the taxes on your income. Here are a few helpful tips.
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Career Change? Make the Move without Blowing up Your Financial Plan
How can you make a career change—or several—without jeopardizing your financial plan? Take a look at these tips.
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Taking Care of Those Who Care for Others
Many people in the “sandwich generation”spend so much time and energy in caring for others that they have nothing left over to spend on taking care of themselves.
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Knowing What You Don’t Know: Social Security Basics for Everyone
Most Americans are unfamiliar with some of the most basic Social Security facts. Here we take a look at a few basics that everyone should know.
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Roth Accounts and 529 Plans: Even Better Together, with SECURE 2.0
For years now, parents and grandparents have been using 529 education savings plans to help fund college for children and grandchildren. Now, excess funds in a 529 plan can be rolled over into Roth IRA accounts. Here, we take a look at the requirements.
