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Financial Planning Sandwich Generation

5 min read

Financial Planning for the Sandwich Generation

If you have a parent age 65 or older and at least one dependent child, you’re a member of the sandwich generation. According to Pew Research, about 23% of U.S. adults are currently “sandwiched” by older relatives and kid(s), who depend on them for...

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Tax Strategies for Non-Taxable Estates

4 min read

Tax Planning Strategies for Non-Taxable Estates

Through the end of 2025, only estates worth more than $13.61 million are subject to federal estate tax. Under the current law, only a tiny percentage...

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What To Do (and Not Do) After Being Laid Off

4 min read

What To Do (and Not Do) After Being Laid Off

About 40% of U.S. workers will lose their job at some point in their career. Being laid off can leave you feeling rejected, sad, or even angry — even...

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List of Largest Companies in the World

3 min read

How the List of Largest Companies in the World Changes Over Time

Nvidia’s market cap reached $3.3 trillion in mid-June, briefly eclipsing Microsoft as the largest publicly traded company in the world. When thinking...

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Things to discuss with aging parents

4 min read

5 Essential Things to Discuss With Aging Parents

If you have aging loved ones, filling out an advance medical directive and researching care homes are probably not high on your to-do list (or...

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Multiple Retirement Accounts? Here's What to Consider

3 min read

Multiple Retirement Accounts? Here’s What To Consider…

As we age, we accumulate things: workout equipment, kitchen gadgets and 401(k) accounts from different jobs. The workout equipment and gadgets may be...

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Estate Planning: How to Avoid Common Pitfalls and Costly Problems

4 min read

Estate Planning: How to Avoid Common Pitfalls and Costly Problems

Many Americans don’t have an estate plan because they don't like to think about a time when they will no longer be around. It's understandable, but...

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The Bobby Bonilla retirement plan.

3 min read

The Bobby Bonilla Retirement Plan

Every year, retired professional baseball player Bobby Bonilla receives a check from the New York Mets for $1,193,248.20. He has received this amount...

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Family Estate Planning

3 min read

How to Talk to Your Family About Your Estate Plan

The “Godfather of Soul,” James Brown, who passed away in 2006, had a noble vision for how he wanted his assets distributed. His will included $2...

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Investing during a presidential election year

3 min read

Investing During a Presidential Election Year

Investing During a Presidential Election Year Maintaining a disciplined approach to investing can be particularly challenging for investors in a...

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