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Blog
Your Questions Answered: Upbringing and Money
Money is more than just a tool for transactions—it’s a reflection of our values, fears, and beliefs, many of which are shaped in childhood. The way we were raised plays a powerful role in how we approach financial decisions as adults. If you grew up in a household...
Your Questions Answered: The OBBB and College Financial Planning
The passage of the One Big Beautiful Bill (OBBB) has ushered in sweeping reforms to how American families plan and pay for college. Whether you're a parent saving for your child’s education or a student navigating financial aid, here are the top three changes you need...
Your Questions Answered: Should I Keep My Disability Insurance Coverage After I Retire?
We recently had a conversation with Amanda, who is retiring at the beginning of the new year. Her personal disability policy is coming up for renewal, and she was curious if she should keep it. The primary purpose of disability insurance is to protect your earned...
Advice For Life
Developing the Best Charitable Giving Strategy
What is the best strategy to achieve your charitable giving goals? That question makes some generous people feel uncomfortable.
5 Tips to Make Your Year-End Giving Go Further
Many charities have annual fundraising campaigns with mega-donors who match contributions — sometimes as much as 3:1 — received during specified timeframes.
How Does Social Security Best Support Your Retirement Plan?
Deciding when to take Social Security is a key decision in your retirement planning.
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.
