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What Women Know About Giving
Read What Women Know About Giving & Take Our Confidence Assessment
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THREE THOUGHTS: What Needs to Happen In Q4
As we enter the fourth quarter of the year, we review a list of specific decisions with each client.
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THREE THOUGHTS: Blended Families, Account Consolidation & What We Tell Clients About Social Security
This month we're covering three things that came up in recent client conversations: blended families & the paperwork that protects them, the cost of scattered accounts & what's going to happen to Social Security?
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THREE THOUGHTS: Organized Estates, Long-Term Care & Leaving Wealth Behind
This month, we sat down with Kylee Read of Elder & Estate Law Services, one of only two Certified Elder Law Attorneys in Delaware, to talk through aging, incapacity, and estate planning.
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THREE THOUGHTS: When You Don’t Need Social Security, Retirement Spending & Leaving a Job
The question we often hear: “I’ve built up enough. I don’t need Social Security to make my retirement work. How should I think about it?”
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THREE THOUGHTS: 4% Rule, Launching Adult Children & Understanding Risk
Halfway through the year, the same handful of conversations tend to surface: flexible retirement spending, financial help for adult kids, and how to think about market risk.
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THREE THOUGHTS: Roth Conversions, Spending on Fun & Graduation Season
Welcome to our new series, THREE THOUGHTS. We'll be sending this out once a month as an overview of the most important or interesting conversations we are having with clients. We hope the conversations happening in and around the...
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What Your Tax Return Tells Us About Your Financial Plan
If this is an area you are looking for more clarity, we are happy to review your tax returns to help you get clarity around these questions.
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Welcome to Financial House
We are excited to share a new project we are working on for the team at Financial House!
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10 Questions to Help Families Prepare for a Wealth Transfer
Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love. Navigating this process requires careful consideration, open communication, and a shared...
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10 Tips to Develop Financial Wellness This Year
Financial wellness is a state of being when one is in control of their finances, can cover expenses, and save for future goals. Consider financial wellness as your relationship with money; it can be eitherhealthy or unhealthy....
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