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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...
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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...
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Your Most Important New Year’s Resolution: A Kids Protection Plan

As we welcome the New Year, filled with hope and resolutions for a brighter future,...
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Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning

Losing a loved one is an incredibly challenging experience, and the journey through grief can...
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Own a Business? Do This By December 31st to Get a Year-Long Extension to the Corporate Transparency Act Reporting Deadline

Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities,...
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Transition to Adulthood: What Happens Legally When My Child Turns 18?

Soon after the challenges of puberty and the excitement of high school, an even larger...
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Year-End Tax Planning Starts Now: 8 Things To Do Now To Lower Your 2023 Taxes – Part 2

Last week we looked at four different ways to lower your tax liability for 2023,...
A man sitting at the table with papers and a calculator.

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1

It might seem a bit early to think about your 2023 taxes, but as the...
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From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2

Getting married and starting a new chapter in your life is an exciting time. It’s...
Two gold wedding rings sitting on top of a paper.

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1

Wedding season is winding down, and if you are a newlywed or are planning to...