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Talking to Elderly Parents about Finances

Talking to your parents about money is not easy. Many would rather talk to their kids about any other topic – even very uncomfortable ones! – than  broach this subject. No one really wants to [...]

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Value of Disability Insurance for High-Income Earners

Long-term disability insurance is something most people don’t think about often, especially those who are in their prime earning years and in relatively good health. However, accidents and [...]

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Estate Planning: Should I Set Up a Trust?

When you hear the word ‘trust’ – parents providing income for their children via a trust might come to mind. Trusts can have far-reaching benefits beyond that arena, for families and individuals [...]

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Destressing During Unexpected Curves: Financial Planning

Earlier in April was National Retirement Planning Week. With the markets in regular discombobulation, it seems like some sort of cruel joke! Or, perhaps discussing financial planning is timelier [...]