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When Adult Children Move Back Home
The rising trend of adult children moving back in with their parents—often called “boomerang children”—is reshaping family life and financial dynamics. Driven by high housing costs, inflation, and mounting student debt, this arrangement can provide a much-needed safety net for the child, but it can also create challenges for the household. The following tips can…
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5 Estate Planning Considerations
Creating a comprehensive estate plan is a key step in helping ensure your wishes are honored and your loved ones are cared for after you’re gone. Picture two families trying to find their way forward after losing a loved one. For the first family, Sarah’s father had a clear and up-to-date estate plan. His will…
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Instilling Financial Values in Your Family
To help ensure a smooth transition of wealth, it is important to consider the values you wish to impart that can help prepare heirs to manage their wealth and inheritance responsibly while carrying on your family’s financial legacy. Consider these steps to instill your financial principles in your family. Get Clear About What Your Values…
