13Jan

How rewriting your personal money rulebook can set you up for success

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When it comes to money, most of us are walking around with a set of rules we didn’t even choose. These rules—unspoken, inherited, or reinforced by years of habit—often limit our ability to thrive financially. And here’s the real kicker: many of those rules were never built for the world we live in today. Unlearning […]

13Jan

Ways to help prevent claims on your estate

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Estate planning is a delicate business, and despite your best efforts there’s always a chance things might take a turn for the messy after you’re gone. If one of your loved ones feels especially slighted, they might even decide to file a family provision claim. These can be drawn out, expensive, and — in the […]

13Jan

Financial housekeeping tips to start the year on the right foot

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Many people put off giving their finances an audit, often out of a lack of motivation, fear of what they’d uncover, or uncertainty about where to begin. But just like visiting the doctor to screen for any potential health issues, it pays to review your finances regularly so you can identify problems and get to […]

13Jan

Gifting assets to your children: Here’s how tax applies

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Thinking about gifting assets to your children? You might be hoping to give them a leg-up in life, or you might be in the middle of estate planning and looking to reduce the chance of conflicts breaking out after you pass away. Whatever the reason, it’s common for parents to give cash, cars, and even […]

13Jan

Are you in the retirement risk zone? Understanding sequencing risk

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There’s no telling how the market will perform in a given year. While many investors like to consider themselves expert prognosticators, the market operates according to whims that are difficult to accurately predict. But all the ups and downs you learned to live with throughout your working life become much more consequential as you approach […]