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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

Making a Life, Not Just a Living

February 7, 2017

Find a better balance with focus, the right team and rest.

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Family, Life Events, Lifestyle

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

Nine Ways to Boost Your Brain Power

November 14, 2016

Try your hand at these nine mental workouts to stay sharp and get the most out of your retirement years.

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Lifestyle, Retirement

The Traveling Intellectual

November 2, 2016

Travelers have long recognized the value of expanding the mind while delighting the senses through adventurous experiences both at home and abroad.

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Travel