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Our Thoughts

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Bodysurfing with the Sandwich Generation

Enjoying the beach this week, I found myself reflecting on the joy and freedom of one of life's great gifts, bodysurfing! If you find yourself raising young ones while caring for older relatives, you're a parent who goes above and beyond. Here are a few things to help sidestep the financial stress of doing so.

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Dizzying Possibilities Arise From The Ashes

Life as we knew it was pulled fast forward in 2020. Our lives became digitized at a pace that few might have previously imagined. The future is now and it is limitless, despite those that thrive on the status quo. Embrace this opportunity to set yourself and your loved ones on the right path in real time and embrace the dizzying possibilities.

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Sirens on the Turnpike

Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through each of these items with your financial advisor so that you maintain control of the plan.

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