IDEAS WORTH SHARING.

Explore the pros and cons of downsizing in retirement. Learn how selling a larger home can free up resources, reduce expenses, and simplify life — and what trade-offs to consider before making the move.

Should You Downsize in Retirement?

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Financial advisor comparing fee-based vs. commission compensation models, highlighting the impact on transparency, conflicts of interest, and client trust.

Why Business Succession Planning Matters

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Fee-Based vs. Commission Advisors — What’s the Difference?

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Stacked coins with small house models on top, symbolizing the trade-off between paying off a mortgage or investing for long-term growth.

Should You Pay Off Your Mortgage Early or Invest?

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$A family-focused financial planning graphic showing meaningful moments like family time, love, and security, highlighting why money is about more than just math.$

Beyond the Math — Why Meaning Matters in Financial Planning

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Illustration of a red car, cash, and a contract, representing the financial choice between leasing and buying a vehicle.

Should You Lease or Buy Your Next Car?

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It’s Hard to Say No. 3 Things to Consider About Family Finance

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4 Questions That Lead To The Right Financial Professional

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Should You Buy A Vacation Home Or Rent?

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How To Find the Funds For A Hobby

6 min read

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Here's Your Estate Planning Checklist

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How would you describe your emotional relationship with money?

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Diversifying your Portfolio: Is Art as an Investment a Good Fit?

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Empty Nest? Catch Up On Retirement Saving

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Building a Healthcare Strategy for Retirement

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