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Planning Perspectives

A look at life and finance from every angle.

From personal to professional, from family to financial, there are many facets to your life. Yet, each is interconnected. Planning Perspectives is a source of ideas and information to help you make the most of them all, all together.

PLANNING WELL | INVESTING WELL | LIVING WELL | VIEW ALL

Set New Goals in Summer

July 14, 2017

With several financial deadlines behind you, take time this summer to review your progress, set new goals and tie up loose ends.

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Education Goals Life Events Planning Well

Five Steps to a Lasting Legacy

June 8, 2017

Take the time to protect your family legacy as best you can.

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Estate Planning Well

Raising money-wise children

May 31, 2017

Parents often emphasize the importance of education to their children. The rewards are obvious. Yet, all too many forget to bolster that education with real-world financial information that can be passed along for genera¬tions to come.

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Education Estate Family Living Well Planning Well

You Are What You Think

May 11, 2017

Research shows that 90% of your happiness is determined by your mindset, meaning only 10% is affected by external factors – be that your job, finances or health.

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Lifestyle Living Well

Six Myths about Sustainable Investing

May 1, 2017

While interest in sustainable investing has grown in recent years, myths regarding the popular strategy abound.

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Investing Well Investment Strategy

Live Longer, Live Better

April 24, 2017

Retirement is generally something people look forward to. It’s a stage when we have the most control over our lives and, hopefully, the resources and good health to continue to enjoy it.

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Life Events Planning Well Retirement