The Advisor Blog

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The Sandwich Generation: Juggling Family Responsibilities

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while

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University
Research Tips When Choosing a College

It seems like only yesterday you were bandaging scraped knees and waving at the school bus, and now it’s time for your child to choose a college. You may think a hands-off approach is best to avoid interfering,

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Charitable Giving

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes.

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Helping Your Child Make the Transition from High School to College

Though you won’t be able to ride along in your child’s suitcase, there are ways you can help him or her make the adjustment to college. You can start by talking with your child about certain subjects before he or she leaves for college

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College Disrupted: Students Face High Costs and Pandemic Impact

Even in normal times, it can be challenging for families to cover college expenses without borrowing money and/or risking their own retirement security.

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