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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

Is Your Estate Plan Ready for the New Year?

January 3, 2017

These simple questions can help make sure your estate plan is ready for all of 2017.

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Estate, Family

‘Tis the season…for budgeting. Part two.

December 6, 2016

Preparing for the holiday season often means stressing over budgets while still trying to find the perfect gifts for friends and family.

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Family, Life Events, Lifestyle

‘Tis the season…for budgeting. Part one.

December 5, 2016

The holiday season is upon us. During this festive time, we are thinking about family, friends, parties, presents and budgets.

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Family, Life Events, Lifestyle

20 Financial Things Couples Should Know

October 26, 2016

More than 40% of couples recently unveiled that they don’t know how much their partner earns.

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Family, Lifestyle

Creating an inheritance that lasts generations

October 5, 2016

If you have wealth to transfer, you may worry about the sometimes adverse effect of sudden wealth and the squandering of assets within a generation.

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Estate, Family

Five financial lessons to help teach smart money management.

September 29, 2016

It’s never too early to teach your children or grandchildren the value of a dollar. Children and young adults with a solid understanding of the role money plays in their lives can develop the skills they need to manage their finances responsibly.

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Family, Goals, Life Events, Lifestyle