How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)
These conversations aren’t easy. Bringing up long-term care or estate planning with aging parents can feel like stepping...
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One Economy, Two Realities: Understanding Today's Economic Divide
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of...
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Common Retirement Regrets—And Proactive Moves to Consider
Many people don’t regret being retired. They regret how they got there. 1 “I wish I had saved earlier.” “I didn’t think...
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5 Financial Crossroads That Could Reshape Your Future
You know how life tends to throw in a few plot twists? They don't ask if you're ready. They just show up—with potential...
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When the Weather Hits: What Natural Disasters Actually Mean for the Economy (and Your Finances)
A major storm rolls through. The headlines light up. Power outages. Travel chaos. Damage estimates climbing into the...
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Trump Accounts: What Parents and Grandparents Should Know
Trump Accounts have been in headlines for months. Few of those headlines explain them the same way. Depending on the...
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When the Headlines Keep Changing, Your Strategy Shouldn’t
It rarely starts calmly. A headline breaks. Markets react. Another update follows—then another. Before long, the story...
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What $100 Invested in 1928 Would Be Worth Today
Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off...
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Why Financial Independence for Women Matters More Than Ever
Featured in Fortune and San Diego Magazine: Why Financial Independence for Women Matters More Than Ever Susan Alefi...
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The Estate Plan That Looks Complete on Paper
Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to...
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Checking Your Portfolio Isn't the Same as Reviewing It
Nearly half of investors check their portfolio at least once a day. 1 Many of them aren't reviewing anything. They're...
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Business Succession Planning: Built to Last vs. Built to Transfer
Many business owners spend decades building something that works. The team. The reputation. The customers who keep...
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