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E.g., 10/23/2021
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When we think about when to file for Social Security, age 68 doesn't often come to mind. After all, it's not a particularly notable age on the spectrum of when to claim benefits.
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.
Creating a diverse and high-performance culture that provides a supportive work environment is one of the most important aspects of an organization’s ability to achieve meaningful business results. Investors and other key stakeholders consistently want to discuss culture — specifically, they want to understand “how” we’re going to achieve objectives, not just “what” we want to achieve.
  | 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.
Olympic Gold Medalist, Mia Hamm once said: “my coach said I run like a girl. I said if he ran a little faster, he could too.” With that simple statement, she redefined the word “girl” to mean something more encouraging and inspiring than its historical connotation.

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