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Your Aging Parents and Money

It’s important to create an open and honest dialogue with our aging parents about their financial situation, their desires and their concerns – before it’s too late; before an illness such as dementia makes this impossible. There are a lot of uncertainties when it comes to the aging process. It’s a source of angst for […]

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Family Dinner Table

All in the Family

Why is it that communicating with those we love the most can often be so difficult? Talking with our spouses, our parents and our kids about money can be difficult for any number of reasons. More often than not it evokes unpleasant memories from childhood. Most of us have been taught that it is not […]

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Dollar bill folded into a heart

Six Steps to Maximize Your Charitable Giving

Still doing good, but with less. Most of us have been impacted in one way or another by the new economic reality. If we haven’t been personally affected we are concerned about what tomorrow may bring. We are all trying to stretch what we have even it’s simply to save more. Even though budgets may […]

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