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The holidays are here. For many families, holiday dinners are the only time when multiple generations gather around the same table. We hug our parents, we…

A common theme across personal finance literature is that the end of the year brings important financial housekeeping tasks. Budgeting and insurance reviews are important, but…

As a business owner you might wish to gift your business to a child or other designated heir. The problem is that if you make a…

We all know that everyone’s holiday meal is not like a picture perfect greeting card. There are plenty of jokes about this, a time that is…

Many people getting married who have assets in trust believe they do not need a prenuptial agreement. That is most likely not true. If you have…

For many Americans, their largest single source of savings isn’t a checking account or savings account — it’s their employer-sponsored retirement plan. Yet it’s also one…

Coast FIRE and financial freedom are both great goals to work towards. If you are just getting started, the main difference is how aggressively you need…

The longer we live, the more we will experience losses of family members, friends, abilities, interests, and more. There is some truth to the common expression,“Aging…

Middle-income Americans are facing an economic hangover from the inflation of the last several years, and it has led to increased pessimism about their financial prospects, a…

Retirement is meant to be a reward for decades of work and saving. But for many, one hidden risk quietly threatens that reward: the risk of…