Planning for the Future

Kids Becoming Adults? 5 Reasons Parents Need New Financial Planning

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Are your kids turning into teens and young adults? Along with the many other changes in your family during this time, you should also consider how your financial planning needs are changing. As you move from being parents of minors to parents of adults, here are a few things to address with your financial planner.  1. Higher Education First and foremost, your biggest short-term financial deadline will be their college education.…

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Wealth Management When You Don't Have Much Money

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If you’ve ever heard someone say you have to be rich to build wealth, you heard incorrect information. The reality is that you should begin making changes even before you have reached your earning goals. Learn about some of the changes you can make now to build more wealth. Eliminate Debt No matter how much money you have, the more debt you have, the harder it will be for you to build wealth.…

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Develop A Charitable Giving Strategy With These Three Tools

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Do you wish to use your assets to help others, protect the planet, or advance research in your favorite topics? There are a variety of methods of giving to charitable causes, each of which has its pros and cons. Which method is right for your finances and your wishes? Here’s a comparison of three of the most popular ways to manage your charitable giving. Simple Donations There are a few ways to give money or assets directly to a favorite charity.…

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