Family meetings are no longer exclusive to ultra-wealthy households; they are increasingly recognized as a valuable tool for families across all financial levels. These gatherings provide open communication, shared understanding, and collaborative decision-making about financial matters and family values. By addressing topics such as estate planning, trustee or personal representative roles, long-term care plans, investment…
Financial Literacy
How to Read Your Credit Report on Credit Karma: A Step-by-Step Guide
By law, you’re entitled to three free credit reports each year. If you want more frequent access, Credit Karma offers free, regularly updated credit reports and credit scores from two major credit bureaus: Equifax and TransUnion. You can view your credit information anytime with a free Credit Karma account. This allows you to monitor your…
How to Be Better With Money: 5 Easy Steps to Build Smarter Financial Habits
Think you’re just “bad with money”? Think again.These 5 practical steps can help anyone gain control, improve their financial habits, and build a better future. Do you avoid looking at your finances because you feel like you’re just “not good with money”? You’re not alone—but that mindset can hold you back from building the life…
What Your Employees Don’t Know About Social Security–And Why It Matters
The Changed Role of Employers in Retirement Education In the past, employers had a relatively straightforward job regarding retirement education. Most companies offered defined benefit pension plans, and employees only needed to understand eligibility requirements and benefit amounts. Today, however, retirement planning is more complex, requiring a broader understanding of employer-sponsored defined contribution plans like…
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