How to Prevent Lifestyle Creep
Planning in Focus is your guide to navigating the complexities of wealth management with ease.
Author: rkrapf
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Flexibility at Your Fingertips: How Lines of Credit Help You Move Quickly and Confidently
In a world where financial decisions are increasingly fast‑paced and interconnected, having access to flexible liquidity has become essential for individuals and families at every stage of wealth building. Opportunities can arise quickly, unexpected expenses can surface without warning, and market conditions can shift in ways that challenge even the best‑laid plans. A thoughtful liquidity…
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The Rise of the “Gray Divorce” and Financial Moves to Make — and How It Impacts Retirement
Divorces are always financially disruptive, but a divorce late-in-life can create unique financial challenges, especially for those already nearing or in retirement. The term “Gray Divorce” was first coined by the AARP in 2004. It describes the separation of couples typically over 50, frequently after many years of marriage. While divorce rates have fallen in…
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Protecting Your Partnership: Why Unmarried Couples Need a Cohabitation Plan
Understanding Legal Gaps for Unmarried Partners More couples today are choosing to build committed lives together without getting married. While this reflects modern relationships, the legal and financial systems governing cohabitation have not kept pace. Marriage automatically provides rights related to property, inheritance, and decision‑making; unmarried partners receive none of these unless they put them…
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Webinar Replay: 2026 Contribution Changes: How to Maximize Your Savings
Watch the replay of our webinar, 2026 Contribution Changes: How to Maximize Your Savings, where our senior advisors break down the key IRS retirement contribution updates and what they mean for your financial strategy. Speakers:
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