

3 Estate Planning Documents Your Parents Need Right Now
Today, we're diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden...

Sarah Ventris
Mar 10, 20245 min read
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Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This
As parents, we're hardwired to prioritize our children's well-being above all else. We work tirelessly to provide for them, nurture them,...

Sarah Ventris
Feb 18, 20244 min read
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This New Law Makes It Easier to Save for Retirement and Pay Off School Loans at the Same Time
Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You're faced with a...

Sarah Ventris
Feb 11, 20244 min read
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Want to Show Your Partner How Much You Love Them? Put Them in Your Will
Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our...

Sarah Ventris
Feb 4, 20245 min read
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2 Conversations about Money and Death You Need to Have With Your Parents Right Now
If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know that there are...

Sarah Ventris
Jan 26, 20244 min read
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What You Must Know about Your Right to Your Spouse’s Retirement Benefits
If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the...

Sarah Ventris
Nov 19, 20235 min read
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How to Talk Money with Your Family Over the Holidays
The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If...

Sarah Ventris
Nov 12, 20235 min read
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