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spacex IPO
Investing
June 10, 2026

The SpaceX IPO: What Investors Need to Know

What is the SpaceX IPO and why does it matter? SpaceX has filed publicly with the SEC and is targeting a Nasdaq listing on or around June 12, 2026, under the ticker SPCX. The company...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions

Planning

Children and Money, Investing, Planning
August 18, 2017

The Sum and Substance of 529 ABLE

By some estimates, a family with a special needs child will spend as much as an additional $1.4 million over the child’s lifetime, compared to a family without special needs. To cover these expenses, most...
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Investing, Planning
July 20, 2017

A Simple but Not Simplistic Investment Strategy

I am back from a family vacation in Japan which renewed my appreciation of the beauty of simple design. Why have a dozen flowers, when only one is needed? The trip reminded me of a...
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Planning, Transitions
July 6, 2017

Financial Steps in Divorce

Deciding to divorce is already an emotionally challenging process. What can you expect to happen in the first few months? The first step is that your case has to be filed with the court, and...
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Planning, Saving and Budgeting, Transitions
June 22, 2017

Calling All Millennials! Step Up to the Fiscal Starting Line!

My 27 year-old daughter, Heather, is embarking on a career change – the perfect time for a financial check in. Like many of today’s millennials, Heather didn’t receive a formal financial planning education, so we...
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Children and Money, Investing, Planning
June 7, 2017

Summer Reading for Tweens, Teens and Twenty Somethings

Looking for entertaining and educational ways to keep your children busy this summer? Have them read some of these books to introduce financial values and help them gain a sense of financial independence. Every parent...
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Children and Money, Planning
June 1, 2017

Child Identity Theft – How to Prevent, Identify and Correct

Identity theft is becoming commonplace and it seems almost everyone in the U.S. has received a notice that their personal data may have been stolen in connection with a data breach. Several of these data...
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Planning, Retirement, Taxes
May 25, 2017

How to Reduce Risk With Tax Diversification

Tax day has come and gone and taxpayers can go back to more enjoyable pastimes for another 10 months. However, it would behoove those in the higher brackets to take time to consider whether they...
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Planning, Retirement, Transitions
May 18, 2017

Choosing a Place to Live in Retirement

Where should you live in retirement? Many have weighed in this topic and there are periodic ratings on which states are the best or worst places for retirement. One resource for such lists is WalletHub,...
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Investing, Planning, Retirement
May 4, 2017

Is Your Savings Enough to Support Your Lifestyle in Retirement? (Part 2)

To feel confident that your savings will be sufficient to support your retirement, there are a number of risks to be managed. Part 1 of this blog published last month addressed managing longevity and lifestyle...
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