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Whether to Share Financial Assets with Your Spouse

How couples manage their finances can look different for everyone. EP...

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Financial Planning Tips for Retiring in Seattle

Seattle is a beautiful city with lots to do. No trip there would be complete without checking out...

3 Things to Include in Your Weekly Savings Plan

Most Americans have a serious problem with savings. In fact, a 2022 study found that 56 percent of...

Awesome Budgeting Apps for Couples Planning for Retirement

In the age of technology, new solutions have disrupted everything from transportation (Uber) and...

Envisioning Your Retirement Lifestyle

Imagining what your retirement lifestyle will look like can make it easier for you to plan for the...

Financial Planning Tips For Retiring In Denver

Denver is a beautiful, happening city with lots going on. It’s got something for everyone. If...

7 Ways Families Can Save Money

Raising a family can be expensive. A study from the Department of Agriculture, for example, found...

8 Fun Ideas for Jobs After Retirement

You’ve worked hard your whole life, and now it’s time to enjoy retirement. But retirement doesn’t...

Estate Planning Questionnaire: Preparing to Chat with an Estate Planner

There are a number of reasons you might decide to talk to an estate planner. For example, you might...