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Blended Family Finances

Complex planning needs for more complex relationships Today, approximately 100 million people in the U.S. are members of a...

Preparing For Long-Term Care Costs

We’ve all seen the parade of studies in recent years pointing to the steady incremental rise in average life expectancy for...

The Path to Debt-Free Graduates

According to its most recent survey of college pricing, the College Board estimates that an “average” four-year private...

Don’t Lose Your Old 401K’s

Given the number of times the average Amer­ican changes jobs over the course of their working life, it probably is not...

How to Be Generous…

...With Your Family and Yourself We frequently work with clients who are inter­ested in financially assisting the younger...

Health Savings Accounts

... Another Valuable Retirement Savings Plan ToolAre you eligible to open a health savings account (“HSA”)? If yes, and you have...

Travel Medical Insurance

...Should You Purchase It Before You Head Overseas? It’s that time of year. Many families are heading off around the country and...

College Tuition Anxiety

Get schooled on financial aid – whatever your income level Did you know that during the 2013-2014 aca­demic year more than...

Aging Parents: It’s Time to Talk

Does the thought of asking your aging parents about the way they handle their household finances — or how they would feel about...