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Retirement Planning Strategies When There is a Sizable Age Gap

Most married couples tend to be relatively close to each other in age. According to the most recent U.S. census data, the average age gap between married couples is 2.3 years. However, in 10 percent of marriages, the age gap is more than 10 years. Unique Planning Challenges A sizeable age gap between spouses can […]

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How to Prepare Your Kids and Grandkids for Managing Generational Wealth

Based on our experiences, affluent and high-net-worth families often walk a fine line when it comes to planning their estate. While they may want to pass their assets on to their children and grandchildren to provide them with a measure of financial security, they don’t want to give them so much money that kids and […]

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5 Things Blended Family Spouses Should Discuss Before Marriage

Spouses who get remarried and create blended families face a number of unique challenges, including financial issues. Failure to talk about these challenges openly and honestly and plan for how to deal with them may lead to some serious family problems down the road. Therefore, it’s often a good idea to sit down with your […]

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How to Help Your Kids Build Credit Early

One of the most important, but often neglected, financial tasks that most young people should focus on is building a strong credit history. An individual’s credit history will impact every aspect of his or her financial life — from buying a house or car to renting an apartment and maybe even getting a job. Start […]

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Marriage and Finances: 5 Things to Discuss Before You Tie the Knot

Disagreements about finances are one of the most common causes of friction in marriage. According to a survey conducted by Citibank, more than half (57 percent) of divorced couples said that financial problems and disagreements were the main reason for their divorce. That’s why many marriage experts recommend that engaged couples spend time talking openly […]

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