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Kara Harders, a South Dakota State University Extension Community Vitality Field Specialist based in Watertown, South Dakota, ...
Taatjes Financial Group in Willmar, Minnesota, becomes Stewards Planning Group Firm founded by Ben Taatjes rebrands to reflect mission to help clients steward their wealth with purpose.
Financial planning is less about the technical knowledge and more about helping clients build emotional connections, according to Steve Rowe, director of Lucent Financial Planning.
One of the most important lists when preparing for the death of a loved one is their list of assets. What to identify in the list of assets and why it is important to keep it up to date.
Does a 529 plan affect financial aid? If you have 529 accounts set up for your other children, the assets in those accounts are no longer counted toward the expected family contribution.
Research has found that clarity around financial and emotional intentions helps reduce family tension and grief-related conflict. For example, you might not want money borrowed for your funeral.
Retirement Planning for Women: How to take control of your financial future By setting clear goals and making smart financial choices, women can enjoy a secure and comfortable retired life.
Discover wildfire recovery financial resources for Los Angeles residents, homeowners, businesses, and employees affected by wildfires. Learn about disaster support options, including local grants ...
So, what can we do to instill peace of mind? Having a financial plan provides clarity, control and confidence about your financial future. Money is one of the most significant sources of stress, and ...
A financial plan sets you and your money up for success. This can include investment planning, retirement, estate planning and other long-term financial goals that a plan can help you achieve.
Building a financial plan month by month can help you create a manageable path toward achieving your financial goals. It allows you to break down your larger financial objectives into smaller ...
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