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Here's What We Think

3 Little Tips To Retiring Happy Thumbnail

3 Little Tips To Retiring Happy

We have worked with so many people over the years, transitioning them to the next “glorious" chapter - retirement. Often, we have found that there is a disconnect; "I will retire and finally do all those things I always wanted to do, but never did" - it will simply happen. The reality - you need to take steps to ensure a happy retirement. Follow these 3 tips to enjoy a happier retirement.

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Are You Using These Two Common Savings Vehicles For Your Children? Thumbnail

Are You Using These Two Common Savings Vehicles For Your Children?

New parents and grandparents are often eager to start helping out their kids and frequently ask this question, “What is the best way to start saving for my child?” 🤔 While there is no one right or wrong answer, the type of account you choose could make a big difference! This article will break down two of the most common savings vehicles for children, 529 College Savings Plans and Custodial Savings Accounts.

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Does your family have enough [Term] Life Insurance? Probably not. And here's why. Thumbnail

Does your family have enough [Term] Life Insurance? Probably not. And here's why.

There is one gap in plans I see relentlessly and repeatedly from our planning clients. Even those clients that are doing everything else right and have a 95%+ chance of long term plan success... Here it goes: The one planning deficiency that consistently comes up with our young professional high income earning clients (30-49 years old and making north of $250k as a household) is... They do not have enough term life insurance.

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