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Mid-year Review

Financial Life Hacks for NextGen in a Challenging Economic Environment

Perpetual demands on discretionary funds are fierce for all clients but knowing how to allocate...

When the Child Becomes the Parent

In the three decades I've been doing financial planning, I've found one situation that is always...

Think Twice Before Creating a Springing Power of Attorney

A springing power of attorney (POA) can seem appropriate and appealing—it only becomes effective...