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  • 5 Creative Ways to Teach Children Money

    5 Creative Ways to Teach Children Money

    Most parents can relate to the challenges of teaching their children about money—whether it’s explaining the difference between wants and needs, encouraging them to save, or helping them understand the value of a dollar.  Learning about money doesn’t have to be complicated or fraught with conflict. Some of the best financial lessons come from everyday…

  • Lessons in Buyer’s Remorse

    Lessons in Buyer’s Remorse

    We’ve all been there—you make a purchase, and then, almost immediately, doubt starts creeping in. Maybe you spent more than you intended, or perhaps the item doesn’t live up to your expectations. That sinking feeling? It’s called buyer’s remorse, and there are a variety of reasons why we experience it:  The truth is, buyer’s remorse…

  • Tax Quick Reference Guide

    Tax Quick Reference Guide

    TaxConsiderations-Feb2025Download

  • Defining Your Money Values

    Defining Your Money Values

    Understanding your money values helps to ensure that your financial decisions align with what matters most to you and your family. These values serve as a foundation for making consistent, purpose-driven choices, while reducing financial stress and potential arguments.  For instance, prioritizing education might mean setting aside funds for college rather than opting for an…

  • Get Artsy in Retirement

    Get Artsy in Retirement

    Retirement marks a new chapter, offering the perfect opportunity to explore passions that may have been set aside during earlier life stages. Engaging in the arts is more than just a way to fill your schedule–it provides a wide variety of benefits that are important as we age.  Creativity challenges the brain, enhancing memory and…

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