Blog

This checklist outlines the money steps to take before filing for divorce—practical actions that will give you clarity, control, and confidence during an uncertain time.
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The retirement savings gap is real, and it’s not just about income. Career breaks, caregiving, and limited access to employer plans all play a role.
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Health Savings Accounts (HSAs) offer powerful tax benefits and long-term flexibility, making them an essential—and often overlooked—tool in modern retirement planning.
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Ending a marriage is never easy, but the way you go about it can make a meaningful difference. Collaborative divorce offers an alternative to traditional litigation—one that emphasizes cooperation, clarity, and long-term financial health.
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Divorce after 50—often called "gray divorce"—is becoming increasingly common. While it carries many of the same emotional challenges as any divorce, it also brings unique financial and tax implications that demand careful attention. At this stage of life, decisions made during divorce can have long-lasting consequences.
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With mortgage rates hovering above 7%, many nearing retirement are re-evaluating their housing strategies. What was once a straightforward decision—downsizing, refinancing, or relocating—now requires a more nuanced approach.
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In the wake of recent economic turmoil, many Americans are finding themselves rethinking their financial strategies. One rising trend, known as "revenge saving," is emerging as a powerful counterbalance to years of consumerism and uncertainty. But what is it, and should you be leaning into it?
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In today’s uncertain economy, retirement planning requires adaptability. Learn how to build a resilient strategy that balances risk, income, and long-term security—no matter what the markets do.
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