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Between industry news and personal experience.

These insights are yours to explore, anytime.

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Three Financial Mistakes Young People Can Avoid

I’ve seen a lot of people who wait until retirement is near to start planning for their next phase. In some cases, it’s almost too late and it’s usually because they did not avoid one or all of the mistakes I’m about to outline below. Luckily, there are even last-minute steps that we can take to help you retire when you want. However, it may require a move from your lifelong home that you love or to stop spending on the things you are accustomed to having in your life. Who wants that? Let’s avoid that.

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Parents and Money. How do I talk to my family about their assets?

Awkwarddddd, am I right? This may be one of those uncomfortable conversations that is so important to have. It’s so much better to have these discussions with your parents well ahead while they are healthy, both mentally and physically. The problem is, oftentimes, children wait for the unfortunate circumstances of disability or death to occur before reaching out to their parent’s trusted professionals. Or even worse, they don’t know who those people are, and it takes them months to dig up some sort of phone number. Talk about awkward and stressful.

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