Blog

Starting a New Career

How to Start Your Career with the Best Foot Forward

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Learn how to financially prepare for this transition and how to stand out in a competitive job market with the help of our financial experts.

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Achieving Post-Honeymoon Financial Bliss

Money + Love Part III: Achieving Post-Honeymoon Financial Bliss

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Welcome to the third part of our Money + Love mini series where hosts Cristina and Will discuss achieving post-honeymoon financial bliss with three special guests.

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Wedding Budget

Money + Love Part II: Wedding Planning within Budget

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Tune into part two of our Money + Love mini series, where we explore how couples can save money while planning the wedding of their dreams.

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The Sum Up Non Traditional Families

The Sum Up: Planning for a Non-Traditional Family (Which Is Probably Yours...

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A recent article in Kiplinger talked about what steps people with non-traditional families should take while estate planning and preparing wills.

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Revocable Trust

When is the Right Time to Establish a Revocable Trust?

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We’ll give you the information to understand what revocable trusts are, how they work and whether you should establish one as part of your estate.

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The Sum Up Digital End of Life

The Sum Up: A digital approach to end-of-life planning

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A recent article on Scope, the Stanford Medicine blog, addressed this issue and offered a potential solution. Here’s what you need to know.

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Florida Probate Rules

End of Life Planning 101: 8 Critical Florida Probate Rules

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To help you out, here are eight critical Florida probate rules you should know as you work on your will and end of life planning.

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Money + Love Part I

Money + Love Part I: Are We Financially Compatible?

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Welcome to Part I of our Money + Love mini series where hosts Cristina and Will discuss financial compatibility in relationships with three special guests.

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Last Will and Testament

10 Best Practices for Preparing a Last Will and Testament

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The 10 best practices we have listed here will help you prepare a last will and testament properly & minimize the risk of probate complications/disputes.

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Money + The Holidays Part III: Wrapping Up Your Finances at EOY

Money + The Holidays Part III: Wrapping Up Your Finances at EOY

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We wrap up our Money + The Holidays mini series with a discussion on why it is so important to evaluate your finances this time of year.

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The Sum Up Shopping for the Holidays

The Sum Up: 4 ways shopping for the holidays is going to be different this...

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A recent story on CNBC detailed the results of a survey about holiday shopping, including four ways this holiday season will be unlike any other.

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Money + The Holidays Part I: Holiday Financial Preparation Tips

Money + The Holidays Part I: Holiday Financial Preparation Tips

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This episode is all about ways to prepare financially before the holidays and is part one of our Money + The Holidays mini series.

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