Resources

When Shifting Goals Mean Shifting Plans

Your plan shouldn’t look the same when you’re 55 as it did when you were 35, and part of that is because you have ever-changing goals. So how do you know when it’s time to adjust your financial plan? Use this checklist to evaluate your goals and decide when it’s time to contact …
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Having a Baby?

Are you pregnant? Maybe you have a newborn at home or you expect to have a grandchild very soon? Whatever stage of parenthood you are in, congratulations!  Below we have collected resources to help you keep your wits about you regardless of how much sleep you got last night. Download Guide
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4 Things Every Woman Can Do to Prepare for Retirement

Women still encounter challenges, such as lower pay, time out of the workforce for parenting, and longer life expectancies, that make us uniquely vulnerable when planning for retirement. Download this guide to learn the 4 things that you can do to help be more financially confident in retir …
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Moving?

Whether you are purchasing your first home or deciding on where you want to spend your winter during retirement, moving is a large and stressful undertaking. There are a lot of questions to ask: should I rent or buy, how large of a down payment do I need, how much rent can I afford, how …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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