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E.g., 06/28/2022
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Estate planning is an extremely personal process, not a one-size-fits-all endeavor. When an individual has no close relatives (other than perhaps a spouse), the decisions required to prepare an estate plan can sometimes feel overwhelming.
  | Financial Decisions

5 ways new parents can go about estate planning

Busy parents have enough on their plates without adding estate planning, but with the joy of welcoming new family into the world, comes the responsibility to plan for the financial future of a family.
  | 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.
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.
After a lifetime of hard work, you’ve earned your retirement—and all the benefits that come with it, including Social Security. But if you’re retiring before your full retirement age and have other sources of retirement income, you may want to put off applying for your Social Security benefits. Here’s why.

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