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Money

Emotional Side of Estate Planning

The Emotional Side of Estate Planning: Passing Down Values Alongside Your Assets

By now, you’ve seen how estate planning can save your loved ones from unnecessary headaches...
avoiding probate

The Hidden Costs of Poor Planning: Titling of Assets and Avoiding Probate Pitfalls

So, you’ve got a will, maybe even a trust, and you’re feeling good about your...
estate planning basics

The Basics of Estate Planning: Wills, Trusts, and Why They Matter

Estate planning is for anyone who wants to avoid leaving behind a mess. If you...
charity scams

Charity Scams – Giving Safely as the Year Ends

The holiday season is a time of generosity, with many of us eager to support...
The Science of Slow Why Rushing Less Could Be Your Secret Superpower

The Science of Slow: Why Rushing Less Could Be Your Secret Superpower

For most of your life, rushing probably felt like the default. Deadlines, meetings, family obligations—it’s...
The Resolution Revolution Financial Habits Worth Keeping in the New Year

The Resolution Revolution: Financial Habits Worth Keeping in the New Year

As we approach the end of another year, it’s tempting to fall into the familiar...
Learning to Say No in Retirement

Learning to Say ‘No’ in Retirement: The Hidden Key to Happiness

Retirement is often seen as a time of endless freedom, but for many, it can...
Porch Pirates and Fake Delivery Notifications

Porch Pirates and Fake Delivery Notifications – Securing Your Holiday Gifts

The convenience of online shopping makes holiday preparation easier, but it also opens the door...
Understanding Enhanced Catch-Up Contributions

Understanding Enhanced Catch-Up Contributions for 2025

Last week, we explored ways to maximize your retirement savings before year-end, including taking full...
gift card scams

Gift Card Scams – Don’t Let Scammers Steal Your Holiday Cheer

Gift cards are a favorite holiday gift, but they’re also a favorite tool for scammers....