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Thought Leadership By Our Team

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JANUARY: Financial Wellness Month

With January being designated as “Financial Wellness Month,” we encourage you to start the new year embracing new possibilities and setting financial goals as a first step in working toward a more secure financial future. It’s a great time to work on improving your financial health and to take a hard look at our financial habits. We have put together our checklist of Top 10 areas to focus on to identify your priorities, along with tips to help you kick-start your Financial Wellness program for 2024.

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Provide the Gift of Education With 529 Plan Contributions

Given the rising cost of a college education, many grandparents and family members are looking to help contribute to education expenses for their grandchildren and relatives. While it is possible to pay tuition to universities directly and be exempt from gift taxes, this exemption only applies to tuition payments, and non-tuition expenses can comprise up to 50% of total expenses for college students.

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Losing a Parent

The death of a parent can be one of life’s most difficult experiences, at any age. During what may be an emotionally overwhelming time, there are often time-sensitive and practical matters to attend to.

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Planning for a Family Vacation Home

Family vacation homes are a treasure for many of us, often providing fond memories for multiple generations. Successful planning for a vacation home requires thoughtful consideration of all of the interests of family members involved both now and in the future.

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A Quick Guide for Parents of College Children

Many parents have now said “goodbye” to their young adult children heading off to college this fall. They’re likely feeling a mix of emotions, including just plain exhaustion from the process and continued worries about COVID-19

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Solutions For Your Aging Parents

Most of us want to view our parents as healthy, strong and everlasting. As they age, it is inevitable that they will eventually require some form of senior living care to meet their changing needs. The best decisions are rarely made in an emergency situation..

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