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14 Ways to Show Your Finances Some Love This Year – Part 2

Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year: Make a Qualified Charitable Distribution (QCD) Front-load Your 401(k) Contributions Set Up an IRA for a Child Make Donations During Spring Cleaning Give the Gift of Appreciated Stock Shares Establish a…

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14 Ways to Show Your Finances Some Love This Year – Part 1

This week, we explore seven tax planning tips that not only secure your financial future but also spread love and prosperity to those you cherish most. Next week, we’ll be back with another 7 ways to spice things up financially this year.   1 | Make a Qualified Charitable Distribution (QCD) Taking required minimum distributions…

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Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This

As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet, amidst the hustle and bustle of daily life, it’s easy to overlook a crucial aspect of their future: what happens to them if we’re no…

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2 Conversations About Money and Death You Need to Have With Your Parents Right Now

If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know that there are critical reasons (and significant benefits) for planning while you’re still well and alive? That’s why I refer to my services as Life & Legacy Planning. When done right, planning for your assets…

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Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way

A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones’ future when you can no longer be there. It might seem like life insurance is an easy way to help secure your loved ones’ future – and it is –…

Want to Show Your Partner How Much You Love Them? Put Them In Your Will

Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our love to the people who mean the most to us. Often when we think of showing our love, we think of bouquets of flowers, surprise gifts, and meaningful notes. But an often…

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This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now makes it possible for grandparents to do even more to help finance their grandchild’s education. In the past, any contributions or distributions from a grandparent’s 529 college savings plan were subject to FAFSA reporting, potentially…

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What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 2

Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis ,  the link to PART 1 BLOG click here: What Caregivers Need to know about estate planning for loved one with dementia pt 1.docx and what this means for their ability to protect their wishes through an estate…

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What Caregivers need to know about estate planning for a loved one with dementia- Pt. 1

Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis affects your loved one’s legal decision-making is crucial to ensuring their wishes are honored and that you are providing them with the best possible care. In this blog, we’ll explore…