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Topic:
Family Planning
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 When Family Matters Most: A Night That Changed How I Think About Multigenerational PlanningLet me tell you about one of the scariest nights of my life. It started like any other. I was winding down, checking on the baby, maybe sneaking in a scroll through Instagram. You know, the usual. But then—everything changed. My mom was having a diabetic emergency. She was disoriented, confused, and couldn’t explain what… 
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 Turning Wealth Into Wisdom: How Families Shape a Lasting LegacyMoney is more than a tool—it’s a teacher, a mirror, and a powerful force for change. From childhood lessons to family traditions, our financial beliefs and habits are shaped over time. But when families plan intentionally, wealth can do more than last—it can lead. By passing on not just assets but values, purpose, and insight,… 
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 Redefining Retirement: How to Repurpose After a Successful CareerA recent report from the Financial Planning Association hit on something we see all the time: people can have their financial ducks in a row for retirement, but emotionally? They’re often miles behind. It makes sense. Leaving a long, successful career isn’t just about money; it shakes up your routine, your social life, and even… 
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 The Growing Phenomenon of Grey Divorce: What Older Couples Should KnowWhile divorce rates have generally declined in recent decades, one demographic has bucked this trend: couples over the age of 50. Dubbed “grey divorce,” this growing phenomenon presents unique challenges that younger divorcees typically don’t face. As empty nests, changing social norms, and desires for personal fulfillment drive more long-term marriages apart, those involved must… 
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 Retire, Redesign, or Recharge: How to Know It’s Time for a Career ShiftRetirement Planning Goes Beyond the Numbers Choosing to leave a career is as much an emotional decision as a financial one. In fact, I would argue the financial side is the easiest to determine – it is completely objective. You either have enough in savings and income to meet your future financial goals or you… 

 
                                     
                                     
                                     
                                    