Planning

Choosing a Theme for the Year vs. Setting Resolutions

by Miranda Marquit · 8 comments

What’s your plan for the coming year?

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5 Smart Financial Moves for Fall

by Will Lipovsky · 2 comments

When the leaves begin to change colors and the year draws to a close, people think about many things: the football season in full swing, apple picking, maybe even a thought or two about finding your rakes before the leaves start to fall all over your lawn. Fall is a great time to think about […]

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Playing the “What If” Game with a Future Partner

by Miranda Marquit · 2 comments

We all have different money priorities and ideas of how money should be spent. When it comes to meshing your life with a partner though, these beliefs and priorities can get in the way of harmony. I have a good relationship with my ex-husband right now, but looking back it is clear that there were […]

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What to Expect from End-of-Life Care

by Emily Guy Birken · 5 comments

Death isn’t a subject that many of us like to think about. But the fact of the matter is that we all must plan for that eventuality, including how we want our final days to play out. According to Amanda Bennet, author of “The Cost of Hope,” “From the 1970s to the 1990s, one study […]

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11 Ways You Can Save On Your Wedding Day

by Connie Mei · 0 comments

Try these strategic budgeting tips to help you save on your big day and significantly impact your costs.

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How You Can Build A Better Financial Future

by Connie Mei · 3 comments

These are the financial steps you can take now to help set yourself up for a better tomorrow.

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