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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

Estate Planning: Mistakes to Avoid

February 15, 2017

Regardless of your age or current health, mapping out a clear plan for your estate will help avoid unnecessary turmoil for your loved ones.

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Estate Family Living Well Planning Well

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 Living Well Planning Well

How Much or How Little Will the Kids Inherit?

February 1, 2017

Talking to family members about estate planning and legacies can be difficult and potentially painful. These discussions, however, are an important way to share your choices with your children and prepare them for their financial futures. Here are a few suggestions on approaching this tricky topic.

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Estate Life Events Planning Well

Where Your Retirement Money Goes

January 17, 2017

Wealth alone cannot buy a quality retirement any more than it can buy happiness – but having a solid financial foundation can make those years more enjoyable.

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Blog Planning Well Retirement

Retiree in Training

January 9, 2017

Are you ready to retire? Are you sure? Think about it before you say, “Yes!”

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Retirement