A will can be a beautiful thing

CFP®, Blue Ocean Global Wealth, Marguerita M. Cheng, and CEO •
Kiplinger

Recently, Amy Krouse Rosenthal wrote an essay for The New York Times titled “You May Want to Marry My Husband.” In it, Krouse Rosenthal, who was dying of cancer, created a dating profile for her husband in the hopes that he would find new love after she was gone. Her touching tribute went viral. Hopefully,

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3 tips for communicating about money among generations

Riverbend Financial Group, president, Andy Burdsall, and Investment Adviser •
Kiplinger

It is my opinion that there are more younger Americans who expect to receive an inheritance than seniors who plan on leaving them. This underscores a growing problem that financial professionals see every day when they meet with clients: a lack of generational communication about finances. This takes place in many different relationships, and each

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A financial cleanse?

Trent Hamm •
The Simple Dollar

An old dear friend of mine has an absolute fascination with the idea of “cleanses.” She’s constantly trying out juice cleanses and organic fruit cleanses and other such things, with the idea of clearing her body and mind of “toxins.” I’ll be the first to admit that I doubt the usefulness of juice cleanses and

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How to live for today and still save for tomorrow

Deborah L. Meyer, Cpa,, WorthyNest Llc, CEO, and Cfp(R) •
Kiplinger

Recently, I attended the funeral of a friend. It got me thinking about life and death. Without getting too morbid or philosophical, let’s focus on a tangible financial question related to the circle of life: How do you live life to the fullest now, yet simultaneously save for the future? Maybe some examples will help.

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