Archive for September 2024
Having the “Money Talk” with Aging Parents
Discussing finances with aging parents is never easy. As a result, many families simply delay these conversations or avoid them altogether. This can lead to unexpected financial surprises, misunderstandings, and even conflicts down the road. By talking openly about money, you ensure both their future and yours are secure, prevent potential disputes, and help in…
Read MoreSocial Media’s Impact on Your Money Mindset
There are a variety of viewpoints on how social media influences our society – both good and bad. After all, some people are spending hours a day on these platforms and we need to be aware of their impact. From our vantage point, we’re paying close attention to how these networks influence our clients’ spending,…
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