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Child Care: Rewards, Costs, and Commitment

Raising a child is one of the most annoying, frustrating, worrisome, time consuming, head scratching pursuits that a parent can […]

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Saving for Necessities

Financial Planning for the Ant“In the winter season a commonwealth of Ants was busily employed in the management and preservation […]

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Dreaming of a Vacation Home

Consider making it part of your retirement plan. When you take time off, do you like to experience a variety […]

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The Differences and Types of Retirement Plans

Ready to dive into the world of retirement planning? Let’s take a journey through the types of retirement plans and […]

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A Modern Wedding Guide for the Savvy Planner

Planning The Costs For A Wedding? Weddings are more than celebrations; they're rites of passage. Historically, weddings have been strategic […]

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Financial Planner's Guide to Saving for Your Child’s Future

As a financial planner, I often meet parents overwhelmed by the costs of raising a child and planning for their […]

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Estate Planning / Trusts

Estate planning and the establishment of trusts are essential components of a comprehensive financial strategy, ensuring your assets are distributed […]

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Saving and Spending Strategies during Retirement

Retirement marks a significant transition from earning and accumulating wealth to managing and spending it wisely. Ensuring that your retirement […]

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Changes in Family Status

Navigating through life's milestones—marriage, the birth of a child, divorce, and job changes—demands flexibility and adaptability in your financial planning. […]

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