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Life Guides

Business Continuation  

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Business continuation planning is crucial for maintaining control over inevitable changes in business ownership due to selling, death, disability, or retirement. Proper planning ensures the preservation of business value, develops appropriate tax strategies and facilitates a smooth transition to chosen successors.

Dealing with Divorce  

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Divorce is a challenging life decision with long-lasting emotional and financial implications, especially when children are involved. This guide provides steps to minimize turmoil and explores alternatives such as counseling.

Managing an Inheritance  

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Responsibly handling an inheritance can significantly impact your financial future. This guide helps you navigate potential pitfalls and maximize the benefits of your inheritance.

Managing Your Financial Life  

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Effective financial planning is essential for achieving life goals. This guide offers strategies for taking control of your finances and building a solid foundation for your future aspirations.

Marriage and Money  

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Financial disagreements are a leading cause of marital strife. This guide discusses how to approach money management as a couple to build a strong financial partnership.

Money Doesn’t Grow on Trees…Teaching Kids About Money  

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Parents must instill good financial habits in their children early on. This guide offers tips and strategies for teaching kids about financial responsibility.

Moving Day  

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Moving can be a stressful endeavor. Our guide provides a comprehensive checklist to help organize and simplify the moving process.

Paying for College  

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Planning for college expenses is more important than ever. This guide explores saving options and strategies to prepare for the cost of higher education.

Planning for Children with Special Needs  

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Parents of children with special needs face unique planning challenges. This guide provides steps to ensure the long-term well-being of your child.

Planning Your Estate  

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Estate planning helps you achieve your financial goals during your lifetime and ensures your assets are distributed according to your wishes after death. This guide explains the estate planning process.

Protecting Your Business  

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Proper insurance coverage is essential for protecting your business from potential disasters. This guide discusses evaluating necessary insurance types for your business.

Retirement and Medicare  

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Understanding Medicare is critical for managing healthcare costs in retirement. This guide breaks down the components of Medicare.

Retirement and Social Security  

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Social Security is a significant part of retirement planning. This guide provides insights into what you can expect from Social Security benefits.

So, You’re Thinking About Retirement?  

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Planning for retirement requires a clear blueprint. This guide discusses strategies for assessing your retirement readiness.

What to Do If You Lose Your Job  

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Job loss can be an unexpected challenge. This guide offers practical advice for managing your finances and adapting to change.

When a Loved One Dies  

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The loss of a loved one is profoundly difficult. This guide aims to reduce stress by providing crucial information for managing the necessary tasks during this challenging time.

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