Caring for others may come naturally to you. You may have cared for your children as they’ve grown up, or helped your parents as they’ve gotten older. We spend countless portions of our lives investing in those we love. But when it comes to hard conversations, sometimes that isn’t so easy. End of life planning…

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The Answer: Connections. A Harvard study followed some 724 people over their lifetimes to answer the question: What makes us happy? As the study’s participants entered their retirement years, more and more of them communicated the difficulty of forming new and meaningful relationships outside of work. To maximize your happiness in retirement, I believe you…

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On December 29, 2022, President Biden signed the Consolidated Appropriations Act, 2023, which is wrapped into the larger bill, Securing a Strong Retirement Act, commonly called SECURE 2.0. The majority of the SECURE 2.0 provisions will become effective in 2024. Here are a few key takeaways from SECURE 2.0 that may affect you:

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I am taking guitar lessons. It’s been a goal of mine for a while, and I realized I needed the face to face instruction and accountability to give myself the best chance of success. My instructor keeps telling me…”I’d rather you practice 15 minutes a day than ONLY 2 hours on Saturday!” This made me…

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