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10 Steps to Take Now to Secure a Comfortable Retirement – Part 1
A Gift of Peace and Power for Every Parent
Here’s What You Should Know About A Will
This New Law Makes It Easier to Save for Retirement and Pay Off School Loans At The Same Time
Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You’re faced with a critical decision..
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…
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 refèr to my services as Lifè & Legacy Planning. When done right, planning for your assets and your death is something that should start right now through honest, open conversations with your family…
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…
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, if you have minor children or grandchildren, put this commitment at the top of your list— a Kids Protection Plan @…
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 be both complex and overwhelming. Unfortunately, we all experience grief at one time or another,