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Blog: Here are the latest things our Advisors have to say…

Rachel Wood – Passing Down Financial Wisdom: Lessons from a Working Mom and Financial Advisor

The influence of mothers on the family budget and their children’s spending habits cannot be understated. As the primary decision-makers in many households when it comes to shopping, gift purchasing, and managing kids’ activities, we often face the dilemma of balancing between saying “yes” to our children’s desires and teaching them the value of delayed gratification. While it may be tempting to always indulge our children, there are valuable lessons in occasionally saying “no” or “maybe later.”…

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Rachel Wood – Family Farmland: Navigating the Tough Decision of Selling or Operating for Future Generations

As a financial advisor, I have seen many of my clients struggle with the decision of whether they should sell their family farmland or continue operating it. It’s a tough decision that requires a lot of careful consideration. In the end, it all depends on your priorities and goals for the future.

One of the first things to consider is whether you own the farm solely or with other family members…

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Tamara Smith – Empowering Divorce Clients: Introducing My Services as a Financial Advisor

Divorce can be an incredibly challenging and emotional process, especially when it comes to the financial aspects. As a highly successful and established divorce attorney, you are well aware of the complex tax, benefits, and retirement issues that arise during divorce proceedings.

However, to fully leverage the short and long-term impact of dividing property, analyzing pension and retirement plans, understanding tax implications, creating realistic budgets, and evaluating different settlement scenarios, it’s important to have a deeper understanding.

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Nick Hemsted – How to Raise Financially Responsible Children: Tips to Cultivate Good Savings and Spending Habits

As a financial advisor and father of two, I understand the importance of equipping our children with the necessary skills to become financially responsible adults. Instilling good savings and spending habits in our kids will enable them to navigate the complex world of money with confidence and security. In this blog, I will share practical tips which include creating a savings plan, importance of budgeting, investing and leading by example, which will help you to create a solid foundation for their children’s financial well-being.

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