Connecticut is a beautiful, culturally rich state and a sought-after retirement location, but its tax and estate laws make it cost-prohibitive for many retirees. CFP® certificant Allison Donaldson shares what you should consider before deciding...
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The best way to get things done is to simply begin. My brother died unexpectedly at the age of 63. While his health wasn’t great, his passing caught us off guard. We were sure he...
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Families are required to complete the FAFSA to be eligible for financial aid in the form of grants or loans from the government, colleges, and graduate schools. Many families assume, based on their family income...
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Why do so many of us disregard the professional advice we are given? We know what is good for our health – exercise, eat right, get enough sleep, go to the doctor—but face barriers to...
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When you create a long-term partnership with another person, you are forming a team with all its benefits and challenges. If you choose to merge your finances, you might be inclined to follow a divide...
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A few years ago my Bernese Mountain Dog, Bella (age 2 at the time), stopped eating for a few days. Berners can be finicky and don’t always eat voraciously, but by day 3, I was...
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Do you find it puzzling when a bleak economic report emerges from the press, only to be accompanied by a positive surge in the stock market? You’re not alone. The last few years have produced...
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Many people wait until the birth of their first child before considering a will, health care directive, or legal protection for their assets. The logic is that if you don’t have significant assets, there is...
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Economic growth is moderating Excessive pandemic-related stimulus coupled with labor and supply chain shortages has pushed up prices of goods, services, and housing in many markets. To mitigate inflationary pressures, central banks are raising interest...
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Forty years ago, I started advising families on investing their financial wealth. Four decades have provided plenty of opportunities to make mistakes and observe others do the same. I share some below, and six lessons...
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