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A husband and wife looking at a computer screen and smiling.

Three strategies for weathering market volatility in 2025
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Planning for 2025 and beyond: Tax changes you should know about
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A mantle displaying an extensive collection of green and blue glass vases

Downsizing dilemma: What to do with all your stuff?
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Woman standing in art gallery.

The benefits of an intentional giving strategy
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A woman stretches in a yoga pose

What are some simple ways to improve work-life balance?
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Group of sporty people walks in mountains at sunset

5 amazing voluntourism ideas: Find your unique way to give back
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An older man smiling and painting with an older woman smiling and standing behind him.

Interested in a career shift for your second act? Start here.
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A group of horses in a field.

Unusual assets and your estate plan: Who gets the horses?
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Adirondack chairs in front of a large yellow house with white columns

Gifting equity in a home
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Financial advisor meeting with a senior couple.

Tax planning and charitable giving: What to consider now
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Mother sharing information with two daughters

The money talk: Should I tell them how much we’re worth?
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Woman seated on the floor with a gift box in hand and a laptop.

How to help protect your assets from fraud over the holidays
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