inheritance bag of money
Planning
February 10, 2026

5 Common Mistakes to Avoid After Receiving An Inheritance

Receiving an inheritance can provide financial opportunities, but also requires careful planning to avoid costly mistakes. CFP® certificant Kerry Connell highlights common mistakes and how to avoid them.

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Children and Money

Children and Money, Planning
June 16, 2016

How to Help Young Adults Be Financially Independent

As with helping a child learn to walk and talk, we can help children gain the tools and knowledge necessary to become financially independent adults. Early discussions about wants versus needs, as well as earning...
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