Plain answers, posted as they come up
Notes from the team on retirement spending, the move to &Partners, and the questions clients bring to the table.
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5 Creative Ways to Teach Children Money
Read the article →: 5 Creative Ways to Teach Children MoneyMost parents can relate to the challenges of teaching their children about money—whether it’s explaining the difference between wants and needs, encouraging them to…
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Lessons in Buyer’s Remorse
Read the article →: Lessons in Buyer’s RemorseWe’ve all been there—you make a purchase, and then, almost immediately, doubt starts creeping in. Maybe you spent more than you intended, or perhaps…
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Get Artsy in Retirement
Read the article →: Get Artsy in RetirementRetirement marks a new chapter, offering the perfect opportunity to explore passions that may have been set aside during earlier life stages. Engaging in…
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Defining Your Money Values
Read the article →: Defining Your Money ValuesUnderstanding your money values helps to ensure that your financial decisions align with what matters most to you and your family. These values serve…
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5 Financial Misconceptions About Retirement
Read the article →: 5 Financial Misconceptions About RetirementPlanning for retirement is often seen as a straightforward task, but misconceptions can undermine even the best intentions. These myths, if left unchecked, can…
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When Adult Children Move Back Home
Read the article →: When Adult Children Move Back HomeThe rising trend of adult children moving back in with their parents—often called “boomerang children”—is reshaping family life and financial dynamics. Driven by high…
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5 Estate Planning Considerations
Read the article →: 5 Estate Planning ConsiderationsCreating a comprehensive estate plan is a key step in helping ensure your wishes are honored and your loved ones are cared for after…
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Don’t Let Comfort Cost You: Status Quo Bias
Read the article →: Don’t Let Comfort Cost You: Status Quo BiasMany of us are naturally inclined to resist change, especially when it comes to our finances. This tendency is known as status quo bias,…
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