E.g., 04/13/2021
E.g., 04/13/2021
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Deciding to start a family is one of the most exciting and life-changing decisions a couple can make. All too often, couples get caught up in the rush to decorate and stock up on baby supplies at the expense of prioritizing essential financial planning considerations.
After finally getting around to updating my life insurance policy since my second daughter was born, and shaming my husband into getting more organized (thank you!), I realized it was time to take a look at my broader estate plan. “Estate plan” sounds so official. Yes, there’s the big, adult-sounding things like an advance directive, will and power of attorney, but it’s also the things we need to access every day, like updated passwords, lists of accounts we use most frequently and how to access them, important contacts and other necessary details and documents organized and shared with the right people.
  | Financial Decisions

Shook up by market volatility?

The market may fluctuate but focusing on things you can control will help you resist the urge to react on impulse.
  | Financial Decisions

Financial planning when starting a family

Planning for significant life transitions is central to financial planning. As recent first-time parents, we can say with confidence that there may be no greater transition in life than starting a family.
Companies seeking to reduce or refresh their staff frequently offer employees a package of incentives to encourage them to leave their jobs voluntarily, often before their customary retirement date.

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