Tag: retirement-planning
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Why Every Family Should Have a Financial Plan (Even if You Think You’re Doing Fine)
When life feels comfortable — bills are being paid, savings is happening, and things seem on track — it’s easy to assume a financial plan isn’t necessary. But the truth is, families that appear to be “doing fine” often face hidden risks or missed opportunities that only surface years later. A financial plan isn’t just…
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Top 5 Mistakes Families Make With Retirement Savings
Planning for retirement can feel overwhelming, especially when you’re juggling careers, raising kids, and managing everyday expenses. But avoiding common mistakes can make a meaningful difference in how far your retirement dollars go. Below are five pitfalls families often face—and steps you can take to help avoid them. ⸻ 1. Starting Too Late Many families…
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Tax Season Reminder – April 15 Deadline
Tax Day is almost here! A friendly reminder that April 15, 2025 is the deadline for filing your 2024 tax return (or filing for an extension). It’s also the last day to take care of certain tax-related tasks that can benefit your financial plan. Here are a few quick points to keep in mind as…
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5 Common Financial Mistakes Families Make (And How to Avoid Them)
Families work hard to build a stable life, but navigating financial decisions can be overwhelming. Unfortunately, even small missteps can have long-term consequences. The good news? With the right planning, these mistakes are entirely avoidable. Let’s dive into five common financial pitfalls and how you can steer clear of them. 1. Relying Too Heavily on…
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Financial Planning for Gen X: Addressing Your Challenges
Generation X, born between 1965 and 1980, is often called the “sandwich generation.” You’re possibly balancing careers, raising children, caring for aging parents, and trying to prepare for your own retirement—all while maybe facing personal financial challenges. If you’re a Gen Xer, you’re likely asking yourself: This post dives into these concerns and offers actionable…
