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Securing a Financial Future for Your Second Marriage

A Checklist to Help You Start This New Chapter on Firm Financial Footing
September 15, 2021

Who doesn't love second chances? Second marriages often bring with them a renewed optimism for the future. After all, you're getting a second chance at “happily ever after.” The best part is that now you have the benefit of more life experience and wisdom.

On the other hand, you're likely to have a significantly more complex financial life than you did going into your first marriage. This means you and your partner must be thoughtful and savvy about how you will manage your finances.

The


Five Steps Single Parents Should Take to Safeguard Their Family’s Financial Future

Build a Strong Financial Foundation Following these Savvy Strategies
August 25, 2021

In a two-parent household, raising children can be quite the task. Raising children as a single parent brings additional challenges, stressors, and responsibilities – many of which are financial.

Though financially stressful, it’s important to remember that it’s possible to raise a child on your own and have a stable financial life. It merely requires discipline and planning. So, if you’re a single parent and feeling a bit overwhelmed, use these steps as a guide to help you achieve financial


8 Tips for Teaching Teens Money Management

Empower Your Kids with the Tools They Need to Achieve Future Success
August 11, 2021

It seems like yesterday that my daughter, Nina, turned one year old and was an adorable, chubby little girl. Now, she’s a beautiful 15-year-old teen who loves reading, skiing, tennis, travel, choir, and piano. As a parent, I feel the urgency to teach her essential life skills before she goes off to college, especially around financial literacy and money management, which are critical for her success and happiness.

So, this blog post is written for her and the teens in your life. Be sure to


The Why, What, and How of a Financially Fruitful Career Pivot

Pulling off a Successful Career Change Requires Intentional Planning
July 21, 2021

2020 was a year of pivoting - business owners pivoting to adapt to the changing market environment, and others having career changes “forced” upon them. As humans, we prefer the familiar, the predictable, the strategy that gives us the long view. But when it’s not forced upon you, change can be incredible, especially as you begin to feel the urge to make a career change. Many people ignore the nagging feeling because it’s easier to maintain the status quo than embark on a transition that may be


Should You Consider a Spousal Lifetime Access Trust (SLAT)?

July 13, 2021

With anticipating changes in tax laws happening next year, it's time to review your estate plan to ensure it will continue to achieve your goals by minimizing estate taxes. 

The federal government currently imposes a gift tax on lifetime gifts and an estate tax on transfers on death.  A properly structured estate plan can reduce taxes by taking full advantage of the available tax exemptions, specifically the gift and estate tax "unified credit".  The unified credit permits every


What Should Your Savings Goals Be?

Financial Planning for Every Decade of Your Life
July 07, 2021

When you’re young and just starting out, retirement seems so far away. There are more pressing things to spend your money on rather than focusing on your savings goals. Then you find the love of your life, maybe buy a house and start a family. Before you know it, your kids are looking at colleges, and, “suddenly,” retirement seems to have snuck up on you. Hopefully, you have not encountered too many of life’s obstacles and unforeseen expenses that can often derail a good savings plan. Life



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