Are you approaching retirement? Not sure how you can ensure a smooth transition from working life to retired life? Walking away from regular paychecks and employer-provided benefits can feel a little nerve wracking. Minimize the impact of these major life changes by planning accordingly. Time It Get your timing right. Review and understand your employer’s…

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Is Your Family “Too Young” to Need an Estate Plan? Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned about what will happen to their family when they pass on, young, growing families can be more focused on what…

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Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family values as some of the most important things to pass down to heirs. In…

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As we approach the holidays and the end of 2016, many of us may find that the occasion offers a valuable time for reflection; reflection on our pasts, our futures, and all the things that really matter. Different people have different values. Culture, age, family influence, and our upbringings can all shape our pursuits and…

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Most of us want to make a mark in the world. That’s a big part of what gives our lives meaning. And whether or not we have children, our history and stories can be a unique and irreplaceable gift to our families. With just a little effort, we can preserve our family values for generations…

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Name Legal Guardians for Your Kids One of the hardest things to do as a human being is to acknowledge our mortality. Some people even seem to think that if they ignore their eventual death, it will not happen. This is risky behavior for anyone, but particularly for those who are parents of young children.…

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