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The Solo Journey After the Loss of a Spouse

The aftermath of a loved one’s death is an extremely difficult period. The grief journey takes time. In my short 12-year career I’ve already received that unfortunate phone call more times than I care to count and cannot imagine having to be the one that makes that call. In my position, the goal is to… Continue reading The Solo Journey After the Loss of a Spouse

Retirement Planning

Starting the Planning Process Over Again: Marriage and Divorce

The marriage and divorce statistics make money issues between partners more complicated today than they have ever been before. Looking back in time, it used to be that most assets were jointly owned, there was often only one income for the family, divorce was rare, and estate planning by spouses generally consisted of simple wills that… Continue reading Starting the Planning Process Over Again: Marriage and Divorce

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A Financial Planning Checklist For A Change in Jobs

It’s rare for someone to work their whole career with one company anymore. So one way or another, they will go through a job transition; a period of time where their financial lives are in flux and their financial plan needs to be reevaluated. Whether a new career, a termination or a partial retirement, a… Continue reading A Financial Planning Checklist For A Change in Jobs